Plan B Group Holdings
1986
FOUNDED
M&A
STATUS
M&A
LATEST DEAL TYPE
2
FINANCING ROUNDS
3
INVESTMENTS
Description
Provider of wealth management and advisory services. The company's wealth management and advisory services include executive advisory services, trustee services, superannuation & insurance, estate planning services and fund management, enabling customers to get quality wealth management services and get better returns.
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Acquirer
Primary Office
- PO Box 7008
- Cloisters Square
- Perth, Western Australia 6850
- Australia
Plan B Group Holdings Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookPlan B Group Holdings Investments & Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000 00000000 | 03-Aug-2010 | 000000000 00000000 | Consulting Services (B2B) | 00000 000000 | |
| 000000 0000000 | 02-Jul-2009 | 000000000000000000 | 000.00 | Thrifts and Mortgage Finance | 00000 000000 |
| Strategic Financial Management | 26-Feb-2009 | Merger/Acquisition | Consulting Services (B2B) | 00000 000000 |
Plan B Group Holdings Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000000000 00000000 | Consulting Services (B2B) | Glenferrie, Australia | 0000 |
Plan B Group Holdings Executive Team (2)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Bryan Taylor | Executive Chairman |
1 Former Executive
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