Key facts
- FMI is a other based in Raleigh, North Carolina.
About FMI
FMI is a Corporation based in Raleigh, North Carolina. Established in the year 1953, the firm primarily practices in the areas of mergers and acquisitions whereby providing services such as sell-side and buy-side advisory, ownership transfer planning, valuation, and fairness opinion, employee stock ownership planning and advisory FMI's focused group of sectors includes construction materials, general contractors and construction managers, energy services and clean-tech, communication and technology, engineering, building products, construction, and capital equipment among others. The investments of the firm are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-04 · CRD 117600- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- ARDMORE, OK
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as JBR CO. FINANCIAL MANAGEMENT INC.).
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Portfolio
No portfolio companies for FMI are on record yet. Positions surface from round participations, filings, and coverage.