Newell Palmer Overview

  • Founded
  • 1993
Founded
  • 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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • Bridge House Bridge
  • Reading RG1 8LS
  • England, United Kingdom
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Newell Palmer Valuation & Funding

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

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Newell Palmer Investments & Acquisitions (19)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000 00000 17-Oct-2018 000000000000000000 Other Financial Services 00000 0000000
000 0000000000000 20-Apr-2018 000000000000000000 Consulting Services (B2B) 00000 0000000
00000000 000 12-Mar-2018 000000000000000000 Other Commercial Services 00000 0000000
00000000 000 20-Dec-2017 000000000 00000 00 Buildings and Property 00000 0000000
Haven IFA 24-Nov-2017 Merger/Acquisition Other Financial Services 00000 0000000
You’re viewing 5 of 19 investments and acquisitions. Get the full list »

Newell Palmer Subsidiaries (1)

Company Name Industry Location Founded
00000 000 Other Financial Services Sale, United Kingdom 0000
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Newell Palmer Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000 000000000 000 19-Aug-2015 000000000000000000 Completed
  • 000000 000000
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