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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
13 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 Investments (13)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 (00) 27-Sep-2018 0000000000 Multi-line Insurance
00 00000 20-Aug-2018 0000000000 Insurance Brokers
000000000 00000000 02-Jan-2018 0000000000 Insurance Brokers 0000 000000
000000 & 0000000 30-Nov-2017 0000000000 Insurance Brokers 0000 000000
Profile Insurance Services 29-Aug-2017 Buyout/LBO Insurance Brokers
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A-Plan Insurance Subsidiaries (6)

Company Name Industry Location Founded
Insurance For Holiday Homes Other Insurance Witney, United Kingdom 2002
0000000 000000000 Insurance Brokers London, United Kingdom 0000
000000 Insurance Brokers Neston, United Kingdom 0000
0000 (00) Multi-line Insurance Bournemouth, United Kingdom 0000
000000000 00000000 Insurance Brokers Cheltenham, 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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