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Macquarie Group (New Zealand retail wealth management business)

Macquarie Group (New Zealand retail wealth management business)
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management services in New Zealand. The company works with individuals and trusts, including charities and family trusts, to manage wealth through a range of investment options. Its services include investment planning, sharebroking services, investment strategy expertise, portfolio design and construction, ongoing monitoring and advice, and portfolio management services.

Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Brokerage
Primary Office
  • 88 Shortland Street
  • L17
  • Auckland
  • New Zealand

Macquarie Group (New Zealand retail wealth management business) Valuation and Funding

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

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Macquarie Group (New Zealand retail wealth management business) Former Investors

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

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Macquarie Group (New Zealand retail wealth management business) Executive Team (1)

Name Title Board
Seat
Contact
Info
Laurence Fitzpatrick Head