Newell Palmer Overview
- Founded
-
1993
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
- Investments
-
19
Newell Palmer General Information
Description
Newell Palmer was an operator of an independent financial adviser company. The company's business financial planning services in the areas of pension planning, including self-invested pensions and small self-administered schemes, directors and executive retirement planning, group pension scheme, associated employee benefits and shareholder protection, succession planning and key person protection.
Contact Information
Website
www.newellpalmer.co.uk
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
- Bridge House Bridge
- Reading RG1 8LS
- England, United Kingdom
Newell Palmer Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Newell Palmer Investments & Acquisitions (19)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000 000000 | 17-Oct-2018 | 0000000000 | Other Financial Services | 00000 000 | |
| 000 000000000 | 20-Apr-2018 | 0000000000 | Consulting Services (B2B) | 00000 000 | |
| 00000000 000 | 12-Mar-2018 | 0000000000 | Other Commercial Services | 00000 000 | |
| 00000000 000 | 20-Dec-2017 | 000000000 | Buildings and Property | 00000 000 | |
| Haven IFA | 24-Nov-2017 | Merger/Acquisition | Other Financial Services | 00000 000 |
Newell Palmer Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 00000 000 | Other Financial Services | Sale, United Kingdom | 0000 |
Newell Palmer Exits (1)
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| 0000 000000000 000 | 19-Aug-2015 | 000000000000000000 | Completed |
|