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Trusted Advisor Group

2011 FOUNDED
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of outsourced business development service. The company offers compliance and risk management, investment analysis and research, marketing, brand promotion, client proposition, sales management and training, personal and business coaching, model client portfolios, investment training, tax consulting and human resource support for professional financial advisers.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
BPO/Outsource Services
Other Industries
Other Financial Services
Parent Company
Primary Office
  • Unit 1, 88-89 Furze Road Sandyford Industrial Estate
  • Sandyford 18
  • Ireland

+353 (01) 000 0000

Trusted Advisor Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Trusted Advisor Group Executive Team (3)

Name Title Board
Seat
Contact
Info
Paul Sutton Chief Executive Officer & Founder
Dermot McConkey Manager
Eamonn Twomey Manager