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Newell Palmer

Newell Palmer
1993 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
19 INVESTMENTS
Description

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.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • Cleveland Court
  • Cleveland Street
  • Wolverhampton WV1 3HR
  • England, United Kingdom

Newell Palmer Valuation and Funding

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

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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 Consulting Services (B2B) 00000 0000000
Haven IFA 24-Nov-2017 Merger/Acquisition Other Financial Services 00000 0000000
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Newell Palmer Subsidiaries (3)

Company Name Industry Location Founded
Haven IFA Other Financial Services Sale, United Kingdom 2005
0000 000000000 000 Other Commercial Services Altrincham, United Kingdom 0000
00000 000000 00000 Other Financial Services Stourbridge, United Kingdom
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