McCarthy Taylor Overview

  • Founded
  • 1998
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 10
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

McCarthy Taylor General Information

Description

Provider of financial planning, wealth management, financial advice, and investment advisory in England. The company's services include financial planning, wealth management, financial advice, asset management, retirement planning and other capital markets, enabling clients to receive a range of financial management services which are pecific to their needs.

Contact Information

Website
www.mccarthytaylor.co.uk
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Other Capital Markets/Institutions
Acquirer
Canaccord Genuity
Primary Office
  • 6 Edgar Street
  • Worcestershire
  • Worcester WR1 2LR
  • England, United Kingdom
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McCarthy Taylor Valuation & Funding

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

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McCarthy Taylor Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial planning, wealth management, financial advice, and investment advisory in England. The company's s
Other Financial Services
Worcester, United Kingdom
10 As of 2009
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Wilmslow, United Kingdom
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Washington, DC
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McCarthy Taylor Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Alexander House Private Equity-Backed Wilmslow, United Kingdom 0000000 0000
0000000 Formerly PE-Backed Washington, DC 000000&0
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McCarthy Taylor Executive Team (3)

Name Title Board Seat Contact Info
Paul Taylor Founder & Chief Executive Officer
Kathryn Field Chief Investment Officer & Director
Ginny Getting Finance Director
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McCarthy Taylor Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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