Mason Wells Revenue, Growth & Competitor Profile

DBA MASON WELLS BUYOUT FUND IV, LP
DBA Mason Wells Buyout Fund V, LP
DBA MASON WELLS, INC.

Company Profile & Annual Report for Mason Wells

Access the complete profile.

Mason Wells Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	411 E. Wisconsin Avenue Suite 1280 Milwaukee, WI 53202

Note: Revenues for privately held companies are statistical evaluations.


Mason Wells's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Mason Wells's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Mason Wells is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Mason Wells Annual Revenue and Growth Rate

Mason Wells	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Mason Wells's revenues are gauged from an analysis of company filings.

Mason Wells's Income Statement (based on Industry Averages)

Mason Wells P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Mason Wells has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
April 29, 2020	0	0%	$725 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Mason Wells is developing and marketing. Mason Wells doesn't have any recent trademark applications, indicating Mason Wells is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MASON WELLS private equity investment services	06/20/2016
FUNDING THE FUTURE private equity investment services	12/03/2002

See all trademarks and details in the Full Report.

Market Share of Mason Wells's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mason Wells, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Mason Wells. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROBERT W. BAIRD	Milwaukee, WI	100
LEFT LANE MINDSET	Milwaukee, WI	0
MASON WELLS	Milwaukee, WI	0
PORT ADVISORS	Milwaukee, WI	0
GRACE MATTHEWS	Milwaukee, WI	0
TMT CAPITAL	Milwaukee, WI	0

Future Competition: Mason Wells's Fastest Growing Competitors

These companies are in the same general field as Mason Wells and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)