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Capricorn Investment Partners

Capricorn Investment Partners
2001 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of investment planning and wealth management services. The company's investment planning and wealth management services include financial planning, life insurance broking, portfolio management, deposit broking, share trading, business consulting, bookkeeping and administration services, enabling clients to avail investment advice and to develop a financial strategy that meets their own individual needs.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Parent Company
CIPL (Holding)
Primary Office
  • PO Box 564
  • Rockhampton, Queensland 4700
  • Australia

+61 (07) 0000 0000

Capricorn Investment Partners Valuation and Funding

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

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Capricorn Investment Partners Former Investors

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

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Capricorn Investment Partners Executive Team (1)

Name Title Board
Seat
Contact
Info
David French Chairman & Managing Director

Capricorn Investment Partners Board Members (1)

Name Representing Role Since Contact
Info
00000 000000 Capricorn Investment Partners Chairman & Managing Director 000 0000