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Investors Mutual

Investors Mutual
1998 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of investment management services. The company's asset management services features a conservative investment style with a long-term focus and disciplined application of a fundamental, quality & value-based approach to investing enabling clients to benefit from favorable risk adjusted portfolio performance over time.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Primary Office
  • P.O. Box H104
  • Sydney, New South Wales 1215
  • Australia

+61 (02) 0000 0000

Investors Mutual Valuation and Funding

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

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Investors Mutual Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Platinum Asset Management Corporation Sydney, Australia
000 0000000 Corporate Backed or Acquired Sydney, Australia 000.00 000000&0 000.00
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Investors Mutual Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 15-May-2017 0000 Other Apparel
Roberts PIPE Conglomerates
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Investors Mutual Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 0000 Completed
  • 4 buyers
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Investors Mutual Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Investors Mutual Executive Team (4)

Name Title Board
Seat
Contact
Info
Zac Azzi Chief Operating Officer
Anton Tagliaferro Founder, Co-Owner & Investment Director
Hugh Giddy Senior Portfolio Manager, Head of Investment Research & Board Member

1 Former Executive

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Investors Mutual Board Members (3)

Name Representing Role Since Contact
Info
0000 00000 Investors Mutual Senior Portfolio Manager, Head of Investment Research & Board Member 000 0000
000 000000000 Investors Mutual Non-executive director 000 0000

1 Former Board Member

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