Threshold Group is involved in financial services, with a focus on wealth management and investment strategies as self-described.

Threshold Group

CAPTRUST provides financial services including wealth planning and investment advice, tailored to the needs of various clients including individuals, retirement plan sponsors, and nonprofit organizations. It emphasizes objective fiduciary advice and has a nationwide presence.

CAPTRUST

Mercer Advisors provides wealth management services, including financial planning, investment management, tax planning, estate planning, and insurance solutions. The firm specializes in integrating various financial services to support clients' financial lives.

Mercer Advisors

Summit Rock Advisors provides financial advisory services. self-described

Metric
Company Name	Threshold Group	CAPTRUST	Mercer Advisors	Summit Rock Advisors
Symbol
MSH ID	COM:THRESHOLDGROUP	COM:CAPTRUST	COM:MERCERADVISORS	COM:SUMMIT-ROCK
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Finance	Investment Management	Wealth Management	Financial Advisory
Country	US	US	US	US
Stage
Employee Count
Website	thresholdgroup.com	captrust.com	merceradvisors.com	summit-rock.com
LinkedIn
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		81.77K
Web Traffic Growth		-0.21
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:THRESHOLDGROUP

Threshold Group

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

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Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue