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Carbon Financial Partners

Carbon Financial Partners
1998 FOUNDED
M&A STATUS
21-30 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of financial planning and investment advisory services. The company provides advisory services on tax planning, retirement planning and corporate planning.

Formerly Known As
Thomson & Shepherd Investors, HMS (855), Thomson Shepherd, Symington Glass
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 61 Manor Place
  • Edinburgh EH3 7EG
  • Scotland, United Kingdom

+44 0131 000 0000

Carbon Financial Partners Valuation and Funding

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

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Carbon Financial Partners Former Investors

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

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Carbon Financial Partners Executive Team (1)

Name Title Board
Seat
Contact
Info
Gordon Wilson Managing Director