Great Elm Capital

Waltham, United States Founded: 1994 • Age: 32 yrs
Diversified investment management services are provided across various sectors.

About Great Elm Capital

Great Elm Capital is a company based in Waltham (United States) founded in 1994.. The company has 25 employees as of December 31, 2022. Great Elm Capital has completed 3 acquisitions, including Northwest Medical Center, Prestige Capital and Valley Healthcare Group. Great Elm Capital operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Waltham, United States
  • Employees 25 as on 31 Dec, 2022
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Great Elm Capital Management, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    25

    as on Dec 31, 2022

  • Investments & Acquisitions
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People of Great Elm Capital
Headcount 10-50
Employee Profiles 8
Employee Profiles
People
Lucas Cotler
Investment Analyst
People
Stuart Kronick
Consultant
People
Timothy Garry
Director

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Funding Insights of Great Elm Capital

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Great Elm Capital

Great Elm Capital has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Northwest Medical Center, Prestige Capital and Valley Healthcare Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Durable medical equipment is distributed across various product lines.
2008
Online platform for invoice factoring
1985
Multispecialty hospital services are delivered in Margate, United States.
1984
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Great Elm Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Great Elm Capital Comparisons

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Competitors of Great Elm Capital

Great Elm Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Great Elm Capital

Frequently Asked Questions about Great Elm Capital

When was Great Elm Capital founded?

Great Elm Capital was founded in 1994.

Where is Great Elm Capital located?

Great Elm Capital is headquartered in Waltham, United States. It is registered at Waltham, Massachusetts, United States.

Who is the current CEO of Great Elm Capital?

Peter A Reed is the current CEO of Great Elm Capital.

How many employees does Great Elm Capital have?

As of Dec 31, 2022, the latest employee count at Great Elm Capital is 25.

What does Great Elm Capital do?

Great Elm Capital was founded in 1994 and is headquartered in Waltham, United States. Operations are focused on diversified investment management within the financial sector. A range of services, including asset management and portfolio strategies, is offered to institutional and individual clients. Leadership is provided by CEO Peter A. Reed. The firms activities are conducted primarily in the U.S. market, with emphasis on structured investment approaches.

Who are the top competitors of Great Elm Capital?

Great Elm Capital's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

How many acquisitions has Great Elm Capital made?

Great Elm Capital has made 3 acquisitions, including Northwest Medical Center, Prestige Capital, and Valley Healthcare Group.

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