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A-Plan Insurance

A-Plan Insurance
1963 FOUNDED
PRIVATE STATUS
201-300 EMPLOYEES
Debt Refin. LATEST DEAL TYPE
4 FINANCING ROUNDS
32 INVESTMENTS
Description

Provider of insurance brokerage service. The company offers multi channel insurance broking group with a focus on personal lines and a growing presence in specialized products such as SME policies. It offers branch-led, service-driven offering, valued by its large base of loyal customers that today make up over 1.5 million policies nationally revolving around a level of quality of service and a strong proximity with its customers via local agencies.

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Multi-line Insurance
Primary Office
  • 2 Des Roches Square
  • Witan Way
  • Witney OX28 4LE
  • England, United Kingdom

+44 01993 000000

A-Plan Insurance Valuation and Funding

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

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A-Plan Insurance Competitors (7)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA 000 00 000000
00000000 000000000 Private Equity-Backed London, United Kingdom 0000 00000 000000000 00000
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 00000 000000000 00000
0000000 000000000 Private Equity-Backed Newport Beach, CA 0000 000.00 000000 - 000 000.00
0000 000000000 Corporate Backed or Acquired Minneapolis, MN 000 000000&0
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A-Plan Insurance Investments (32)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 04-Nov-2019 0000000000 Other Commercial Products
0&0 0000000 30-Sep-2019 0000000000 Distributors/Wholesale
000000000 02-Sep-2019 0000000000 Other Insurance
00000 000000 01-Aug-2019 0000000000 Other Commercial Products
Bespoke Technology (Malaysia) 01-Jul-2019 Buyout/LBO IT Consulting and Outsourcing
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A-Plan Insurance Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000 000000 000000 03-Sep-2018 0000000000 Completed
  • 2 buyers
Canopius 30-Aug-2016 Buyout/LBO Completed
  • 2 buyers
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A-Plan Insurance Subsidiaries (9)

Company Name Industry Location Founded
Made By Sauce Business/Productivity Software Great Missenden, United Kingdom 2008
0000000 0000000000 IT Consulting and Outsourcing Petaling Jaya, Malaysia 0000
000000000 000 0000 Other Insurance Witney, United Kingdom 0000
0000000 000000000 Insurance Brokers London, United Kingdom 0000
000000 Insurance Brokers Neston, United Kingdom 0000
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A-Plan Insurance Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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A-Plan Insurance Executive Team (4)

Name Title Board
Seat
Contact
Info
Carl Shuker Chief Executive Officer
Andrew Galbraith Group Chief Financial Officer
Michael Edgeley Chief Operating Officer

1 Former Executive

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