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The Edelman Financial Group

edelmanfinancial.com

Stage

Acquired

Investors Count

Deal Terms

Portfolio Exits

Investments

Funding, Valuation & Revenue

3 Fundings

The Edelman Financial Group's latest funding round was a Merger for on July 23, 2018.

The Edelman Financial Group's valuation in September 2012 was $258M.

Date	Round	Investors	Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.	Revenue	Sources
7/23/2018	Merger	Edelman Financial Engines	$XXM	0 FY undefined	1
10/13/2015	Acq - Fin - II	Subscribe to see more	$XXM	0 FY undefined	10
9/14/2012	Acq - Fin	Subscribe to see more	$258M	0 FY undefined	0

Date	7/23/2018	10/13/2015	9/14/2012
Round	Merger	Acq - Fin - II	Acq - Fin
Amount
Investors	Edelman Financial Engines	Subscribe to see more	Subscribe to see more
Valuation	$XXM	$XXM	$258M
Revenue	0 FY undefined	0 FY undefined	0 FY undefined
Sources	1	10	0

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The Edelman Financial Group Deal Terms

1 Deal Term

The Edelman Financial Group's deal structure is available for 1 funding round, including their Acq - Fin from September 14, 2012.

Round	Acq - Fin
Funding Date	$XXM
Pre-Money Valuation
Post-Money Valuation	$XXM
Amount Raised
Shares Authorized
Issuance Price
Dividend Rate
Liquidation Preferences
Liquidation Price
Participation
Conversion Price
Anti Dilution
General Voting	$XXM
Board Voting	$XXM
Par Value

Round	Funding Date	Pre-Money Valuation	Post-Money Valuation	Amount Raised	Shares Authorized	Issuance Price	Dividend Rate	Liquidation Preferences	Liquidation Price	Participation	Conversion Price	Anti Dilution	General Voting	Board Voting	Par Value
Acq - Fin	$XXM		$XXM										$XXM	$XXM

The Edelman Financial Group Investors

3 Investors

The Edelman Financial Group has 3 investors. Edelman Financial Engines invested in The Edelman Financial Group's Merger funding round.

First funding	Last Funding	Investor	Rounds	Type	Location
7/23/2018	7/23/2018	Edelman Financial Engines	1 Merger	Asset/Investment Management	California
00/00/0000	00/00/0000	Hellman & Friedman	Subscribe to see more	Private Equity	California
00/00/0000	00/00/0000	Lee Equity Partners	Subscribe to see more	Private Equity	New York

First funding	7/23/2018	00/00/0000	00/00/0000
Last Funding	7/23/2018	00/00/0000	00/00/0000
Investor	Edelman Financial Engines	Hellman & Friedman	Lee Equity Partners
Rounds	1 Merger	Subscribe to see more	Subscribe to see more
Board Seats
Type	Asset/Investment Management	Private Equity	Private Equity
Location	California	California	New York

The Edelman Financial Group Investments

7 Investments

The Edelman Financial Group has made 7 investments. Their latest investment was in Direvo Biotech as part of their Series B on November 26, 2002.

The Edelman Financial Group Investments Activity

Date	Round	Company	Amount	New?	Co-Investors	Sources
11/26/2002	Series B	Direvo Biotech	$10.51M	Yes	Danisco Venture, Mulligan BioCapital, TVM Capital Life Science, Undisclosed Angel Investors, and Undisclosed Investors	1
5/29/2002	Seed	Subscribe to see more	$XXM	Subscribe to see more		10
3/14/1997	Growth Equity - II	Subscribe to see more	$XXM	Subscribe to see more	Subscribe to see more	10
8/9/1996	Growth Equity	Subscribe to see more	$XXM	Subscribe to see more	Subscribe to see more	10
4/1/1991	Series C	Subscribe to see more	$XXM	Subscribe to see more	Subscribe to see more	10

Date	11/26/2002	5/29/2002	3/14/1997	8/9/1996	4/1/1991
Round	Series B	Seed	Growth Equity - II	Growth Equity	Series C
Company	Direvo Biotech	Subscribe to see more	Subscribe to see more	Subscribe to see more	Subscribe to see more
Amount	$10.51M	$XXM	$XXM	$XXM	$XXM
New?	Yes	Subscribe to see more	Subscribe to see more	Subscribe to see more	Subscribe to see more
Co-Investors	Danisco Venture, Mulligan BioCapital, TVM Capital Life Science, Undisclosed Angel Investors, and Undisclosed Investors		Subscribe to see more	Subscribe to see more	Subscribe to see more
Sources	1	10	10	10	10

The Edelman Financial Group Portfolio Exits

2 Portfolio Exits

The Edelman Financial Group has 2 portfolio exits. Their latest portfolio exit was Direvo Biotech on September 16, 2008.

Date	Exit	Companies	Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.	Acquirer	Sources
9/16/2008	Acquired	Direvo Biotech	$XXM	Bayer
3/14/1997	Reverse Merger	Subscribe to see more	$XXM	Subscribe to see more	0

Date	9/16/2008	3/14/1997
Exit	Acquired	Reverse Merger
Companies	Direvo Biotech	Subscribe to see more
Valuation	$XXM	$XXM
Acquirer	Bayer	Subscribe to see more
Sources		0