Predict your next investment

Asset/Investment Management
madvisory.com

See what CB Insights has to offer

Investments

5

Portfolio Exits

1

About 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.

M Advisory Group Headquarter Location

21515 Hawthorne Blvd. Suite 500

Torrance, California, 90503,

United States

310-530-5525

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest M Advisory Group News

Woodbridge International Closes 4808 Clinic Group/M Group Deal

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.

CBI Logo

M Advisory Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/15/2003

Series B

Applimation

$5.4M

Yes

10/14/2002

Series B

Subscribe to see more

$99M

Subscribe to see more

0

8/22/2001

Series B

Subscribe to see more

$99M

Subscribe to see more

0

10/18/2000

Unattributed VC

Subscribe to see more

$99M

Subscribe to see more

0

2/18/2000

Series C

Subscribe to see more

$99M

Subscribe to see more

0

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

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Amount

$5.4M

$99M

$99M

$99M

$99M

New?

Yes

Subscribe to see more

Subscribe to see more

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

0

0

0

0

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

$99M

Acquired

3

Date

5/7/2015

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Acquired

Sources

3

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.