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Get to know overmont a division of whitley penn

Overmont serves as the dedicated investment banking arm of Whitley Penn, a prominent accounting and consulting firm. It focuses on the middle-market sector, offering specialized financial advisory services. The core services include sell-side and buy-side M&A advisory, helping businesses navigate complex transactions, and capital sourcing to facilitate growth, acquisitions, or recapitalizations. Additionally, Overmont provides strategic advisory services to help clients with long-term planning and value creation. Their expertise spans various industries, including Consumer, Energy, Healthcare, Industrials, and Technology.

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Financial Financial AdvisementPRIMARY
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overmont a division of whitley penn

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.