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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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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
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Plan B Group Holdings Subsidiaries (1)

Company Name Industry Location Founded
000000000 00000000 Consulting Services (B2B) Glenferrie, Australia 0000
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Plan B Group Holdings Executive Team (2)

Name Title Board
Seat
Contact
Info
Bryan Taylor Executive Chairman

1 Former Executive

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