Lehman & DeRafelo - Ownership and Business Overview

Business ServicesCompany

Lehman & DeRafelo Ownership

Who owns Lehman & DeRafelo?

Lehman & DeRafelo is owned by EP Wealth Advisors. It was acquired on April 5, 2023.

Lehman & DeRafelo Business Overview

Where is Lehman & DeRafelo headquartered?

Lehman & DeRafelo is headquartered in Media, Pennsylvania.

What sector is Lehman & DeRafelo in?

Lehman & DeRafelo is a business services company.

When was Lehman & DeRafelo founded?

Lehman & DeRafelo was founded in 2018.

Business Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, business services ranked 1 in number of deals in 2023. The largest business services acquisition in 2023 was Textainer Group Holdings - which was acquired by Stonepeak for $7.4B.

Join Mergr to view all 898 acquisitions of business services companies in 2023, including 110 acquisitions by private equity firms, and 788 by strategics.

Lehman & DeRafelo

Lehman & DeRafelo Financial Resources LLC

1215 West Baltimore Pike, Suite 8,
Media, Pennsylvania 19063
United States,
www.lehmanfinancialresources.com

Lehman & DeRafelo provides multifaceted financial planning and investment management services with a focus on high-net-worth clients. Lehman & DeRafelo was founded in 2018 and is based in Media, Pennsylvania.


Company Summary

SECTOR

Business Services

Established

2018

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