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MitonOptimal UK

MitonOptimal UK
2014 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of asset management services. The company specializes in managing equity, fixed income and mutual fund portfolios for individual investors, corporate, and institutions.

Formerly Known As
Coram Asset Manager
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Acquirer
MitonOptimal Asset Management
Primary Office
  • Royal Mead
  • Railway Place
  • Bath BA1 1SR
  • England, United Kingdom

+44 01225 000000

MitonOptimal UK Valuation and Funding

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

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MitonOptimal UK Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 00000 18-Jan-2018 000000000000000000 Asset Management 00000 00000000
Minerva Fund Management 01-Jul-2017 Merger/Acquisition Other Commercial Services 00000 00000000
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MitonOptimal UK Subsidiaries (1)

Company Name Industry Location Founded
0000000 0000 00000 Acquirer Bath, United Kingdom 0000
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MitonOptimal UK Executive Team (5)

Name Title Board
Seat
Contact
Info
James Sullivan Co-Founder, Managing Director & Fund Manager
Mel Kennard Co-Founder & Operations Director
Jake Lewis Business Development Manager
Paul Booler Regional Sales Manager

1 Former Executive

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