Plan B Group Holdings Overview

  • Founded
  • 1986
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2
  • Investments
  • 3

Plan B Group Holdings General Information

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.

Contact Information

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
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Plan B Group Holdings Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Plan B Group Holdings‘s full profile, request access.

Request a free trial

Plan B Group Holdings Executive Team (2)

Name Title Board Seat Contact Info
Bryan Taylor Executive Chairman
To view Plan B Group Holdings’s complete executive team members history, request access »

Plan 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
To view Plan B Group Holdings’s complete investments and acquisitions history, request access »

Plan B Group Holdings Subsidiaries (1)

Company Name Industry Location Founded
000000000 00000000 Consulting Services (B2B) Glenferrie, Australia 0000
To view Plan B Group Holdings’s complete subsidiaries history, request access »