About Mesirow
Mesirow is a company based in Chicago (United States) founded in 1937 by Norman Mesirow was acquired by Creative Planning in November 2023. Mesirow has raised $106.83 million across 5 funding rounds from investors including Creative Planning. Mesirow has completed 2 acquisitions, including Bastion Management and Front Barnett. Mesirow offers products and services including Private Capital and Wealth Management.
- Headquarter Chicago, United States
- Founders Norman Mesirow
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mesirow.com/home
- Social LinkedIn X Facebook YouTube
- Acquired by Creative Planning (Nov 2023)
- Legal Name Mesirow Financial Holdings, Inc
- Total Equity Funding$106.83M (USD)
in 5 rounds
- Latest Funding Round$9.03M (USD), Series C
Aug 2013
- Investors
- Investments & AcquisitionsBastion Management
& 1 more
- Acquired byCreative Planning
(Nov 2023)
Products & Services of Mesirow
Mesirow offers a comprehensive portfolio of products and services, including Private Capital and Wealth Management.
Opportunities are identified across private capital asset classes such as alternative credit and institutional real estate.
Comprehensive wealth plans are built for individuals and families, connecting them to financial goals and social responsibilities.
Apps and channels of Mesirow
its YouTube channel Mesirow has 152 subscribers and 8 videos.
Videos from Mesirow
The most watched videos on Mesirow's YouTube channel, Mesirow (152 subscribers). Click a video to play it here.
More on Mesirow.
Funding Insights of Mesirow
Mesirow has successfully raised a total of $106.83M across 5 strategic funding rounds. The most recent funding activity was a Series C round of $9.03 million completed in August 2013. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $106.83M
- Total Rounds 5
- Last Round Series C — $9.03M
- First Round $17.67M
(Sep 2009)
All 5 funding rounds of Mesirow with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2013 | $9.03M | Series C | – | – | – |
| Aug 2012 | $21.12M | Series C | – | – | – |
| Sep 2011 | $35.36M | Series C | – | – | – |
| Oct 2010 | $23.64M | Series B | – | – | – |
| Sep 2009 | $17.67M | Series A | – | – | – |
1 investors in total: 1 institutional.
Investors in Mesirow
Mesirow has secured backing from 1 investor. Prominent investors backing the company include Creative Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management services | 1983 | creativeplanning.com | Overland Park, United States |
Investor details for Mesirow
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Mesirow
74 people are tracked at Mesirow (72 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Norman Mesirow | Founder | Leadership |
Joe Hoffman | CEO | Leadership |
Daniel Personette | Managing Director | Leadership |
David Nirtaut | Senior Managing Director & Co-CIO | Leadership |
Richard S Price | Executive Chairman | Leadership |
Erik Barefield | Senior Managing Director | Leadership |
Nathaniel Sager | Managing Director | Leadership |
Elizabeth Funk | Senior Managing Director | Leadership |
Garry W Cohen | Senior Managing Director | Leadership |
Jeff Wilke | Managing Director | Leadership |
George E.a. Barbar | Senior Managing Director | Institutional Sales And Trading | Leadership |
Alex Buchler | Managing Director | Leadership |
Marci Masur | Head Of Corporate Real Estate | Facilities | Leadership |
Courtney Haynes | Senior Managing Director | Leadership |
Ben Blakney | President | Institutional Real Estate Direct Investments | Leadership |
Lavanya Batchu | Managing Director | Fiduciary Solutions | Leadership |
Eugene J. Duffy | Managing Director | Global Investment Management Distribution | Leadership |
Douglas Brookman | Managing Director - Investment Banking - Financial Sponsor Coverage | Leadership |
Rocky Pontikes | Senior Managing Director | Co-head, Investment Banking | Leadership |
Thomas F. Hynes | Senior Managing Director | Global Investment Management Distribution | Leadership |
54 more people are available in the full profile.
Complete people profiles for Mesirow
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Mesirow
Mesirow has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Bastion Management and Front Barnett.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Consumer and SME loans are provided by the company. | bastionmgmt.com | Stamford, United States | 2013 | Jan 2025 | •••• | |
Functions as a dedicated investment management firm for diverse portfolios. | front-barnett.com | Chicago, United States | 1994 | Sep 2023 | •••• |
Complete acquisition details for Mesirow
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Mesirow
6 dated milestones of Mesirow across 88 years, from founding to its latest funding, stage changes and deals.
- Founded Mesirow is founded.
- Funding First funding round of $17.7M.
- Funding Latest funding round, Series C, of $9.0M.
- Acquisition Acquires Front Barnett.
- Exit Acquired by Creative Planning.
- Acquisition Acquires Bastion Management.
Web traffic of Mesirow
The website of Mesirow (mesirow.com) receives about 30.4K visits a month.
- Monthly visits30.4K
▲ 50.2% vs previous month
Websites whose visitors overlap most with Mesirow. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| avondalepartnersllc.com | 100% | – | – | View details | |
| monroecap.com | 100% | 16.3K | #1,642,066 | View details | |
| icgam.com | 100% | 48K | #752,695 | View details | |
| sbhic.com | 99% | – | – | View details | |
focusbankers.com | focusbankers.com | 99% | – | #1,274,547 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Mesirow
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Mesirow
Complete news archive for Mesirow
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Mesirow
10 companies that operate in the same segment as Mesirow (Investment Banks), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Asset management, investment banking, and wealth management services are provided. | 1983 | Sao Paulo, Brazil | – | USD 20.91 B | 8,189 | |
Financial services are provided globally by UBS for wealth management. | 1862 | Zurich, Switzerland | – | USD 82.71 B | 108,650 | |
Banking & financial service provider | 1848 | Paris, France | – | USD 172.06 B | 197,580 | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | – | USD 42.22 M | – | |
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | – | USD 119.72 B | 80,000 | |
Ambit is recognized as a leading provider of financial advice and capital in India. | 1997 | Mumbai, Maharashtra, India | USD 100.43 M | USD 116.66 M | 104 | |
M&A advisory, capital markets, and wealth management services are offered. | 1962 | St. Petersburg, Florida, United States | – | USD 15.9 B | 23,960 | |
Investment banking operations are conducted across multiple sectors. | 1996 | Vienna, Austria | – | – | 49,700 | |
Financial advisory and investment banking services are provided to institutions. | 1994 | Chicago, Illinois, United States | USD 44.52 M | – | 350 |
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Frequently Asked Questions about Mesirow
Mesirow was founded in 1937 and raised its 1st funding round 72 years after it was founded.
Mesirow is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Joe Hoffman is the current CEO of Mesirow.
Mesirow is a funded company, having raised a total of $106.83M across 5 funding rounds to date. The company's 1st funding round was a Series A of $17.67M, raised on Sep 2009.
Mesirow was established in 1937 in Chicago, United States, as a capital advisory firm. Operations encompass investment management, capital markets, investment banking, and advisory services. Focus is placed on various sectors within the financial industry. Expertise is provided to clients through structured advisory and management approaches, with key leadership including a CEO and multiple managing directors overseeing activities.
Mesirow offers Private Capital and Wealth Management.
Mesirow has made 2 acquisitions, including Bastion Management, and Front Barnett.
Mesirow has 1 investor. Key investors include Creative Planning.
Mesirow operates through Mesirow Financial Holdings, Inc.
Yes. Mesirow was acquired by Creative Planning in November 2023.