Investments
5Portfolio Exits
1About M Advisory Group
M Advisory Group specializes in the design of custom wealth management plans for affluent individuals and families and the development, implementation and administration of corporate benefit programs for entrepreneurs, business owners and key executives of mid-sized businesses. The firm's array of offerings include investment services, wealth transfer and estate preservation, retirement planning and retirement income distribution planning as well as executive benefits, employee benefits and 401(k) plans for corporations.

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Latest M Advisory Group News
May 7, 2015
Woodbridge International Closes 4808 Clinic Group/M Group Deal 5/6/15 Woodbridge International, a leading middle-market mergers and acquisitions firm, is pleased to announce the acquisition of its client, The 4808 Clinic Group in Dallas, Texas by The M Group. The 4808 Clinic Group is made up of three chiropractic clinics in the Dallas area and two multi-specialty clinics specializing in chiropractic, medical and dental services. Founded in 1995 under the name Chiropractic Doctors Clinic, the 4808 Clinic Group has evolved into a diverse group of clinics over the last 20 years. It is a rapidly growing leader in personal injury care throughout the Dallas-Fort Worth area . “When we were first introduced to Drs. Siroosian and Shirvani, we were presented a great business and saw the perfect opportunity to partner with them to build an exceptional brand,” said Eric Montesi, CEO of the M Group. “We feel like this is a great partnership for both of us because of our complementary skills. They have built a distinguished organization in the area of personal injury and were looking for a strategic partnership to help them realize their full potential.” After the acquisition, the company will officially be called Celebrity Healthcare. The transaction was led by David Gladden, Senior M&A Advisor, based in Woodbridge International’s Dallas office. Woodbridge is focused on providing world-class M&A services to companies with $5 million-$100+ million in annual revenue. The firm’s unique M&A Without Borders® approach creates worldwide opportunities for sellers and buyers. Headquartered in New Haven, CT , Woodbridge International, a global M&A firm, was founded in 1993 and has 11 U.S. and 18 foreign offices. Stories you Need to Know Stories you Need to Know It's on us. Share your news here.
M Advisory Group Investments
5 Investments
M Advisory Group has made 5 investments. Their latest investment was in Applimation as part of their Series B on September 9, 2003.

M Advisory Group Investments Activity

Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
9/15/2003 | Series B | Applimation | $5.4M | Yes | ||
10/14/2002 | Series B | |||||
8/22/2001 | Series B | |||||
10/18/2000 | Unattributed VC | |||||
2/18/2000 | Series C |
Date | 9/15/2003 | 10/14/2002 | 8/22/2001 | 10/18/2000 | 2/18/2000 |
---|---|---|---|---|---|
Round | Series B | Series B | Series B | Unattributed VC | Series C |
Company | Applimation | ||||
Amount | $5.4M | ||||
New? | Yes | ||||
Co-Investors | |||||
Sources |
M Advisory Group Portfolio Exits
1 Portfolio Exit
M Advisory Group has 1 portfolio exit. Their latest portfolio exit was Applimation on February 13, 2009.
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 |
---|---|---|---|---|---|
2/13/2009 | Acquired |
Date | 2/13/2009 |
---|---|
Exit | Acquired |
Companies | |
Valuation | |
Acquirer | |
Sources |
M Advisory Group Acquisitions
1 Acquisition
M Advisory Group acquired 1 company. Their latest acquisition was 4808 Clinic Group on May 07, 2015.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
5/7/2015 | Acquired | 3 |
Date | 5/7/2015 |
---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Acquired |
Sources | 3 |
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