Private Market View

FMI

Other · Raleigh, North Carolina

AUM
Portfolio companies
Recorded deals
Last investment

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
Private fund assets
Private funds
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

Portfolio — not yet on record

No portfolio companies for FMI are on record yet. Positions surface from round participations, filings, and coverage.

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