Progeny Group Overview
- Year Founded
-
2014
- Status
-
Private
- Employees
-
600
- Latest Deal Type
-
PE Growth
- (Announced)
- Financing Rounds
-
7
- Investments
-
21
Progeny Group General Information
Description
Provider of wealth management and legal advisory services intended to enhance the wealth creation of individuals or businesses. The company offers alternative investment services, personal and family protection, retirement planning, wealth succession, and in-house legal counsel services, enabling clients to manage their wealth and grow their investments in compliance with legal procedures.
Contact Information
Website
www.theprogenygroup.comCorporate Office
- 1A Tower Square
- Leeds LS1 4DL
- England, United Kingdom
Corporate Office
- 1A Tower Square
- Leeds LS1 4DL
- England, United Kingdom
Progeny Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Progeny Group Comparisons
Industry
Financing
Details
Progeny Group Competitors (4)
One of Progeny Group’s 4 competitors is Ludlow Wealth Management Group, a Formerly PE-Backed company based in Southport, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Ludlow Wealth Management Group | Formerly PE-Backed | Southport, United Kingdom | ||||
| TAM Asset Management | Private Equity-Backed | London, United Kingdom | ||||
| Holden & Partners - Independent Financial & Investment Advice | Corporation | London, United Kingdom | ||||
| Saranac Partners | Private Equity-Backed | London, United Kingdom |
Progeny Group Signals
Progeny Group Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Progeny Group Investments & Acquisitions (21)
Progeny Group’s most recent deal was a Buyout/LBO with Chartered Wealth Management. The deal was made on 22-Dec-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Chartered Wealth Management | 22-Dec-2023 | Buyout/LBO | Consulting Services (B2B) | ||
| Carbon Financial Partners | 21-Dec-2023 | Buyout/LBO | Other Financial Services | ||
| Fiscal Engineers | 07-Aug-2023 | Buyout/LBO | Other Financial Services | ||
| Lewis Brownlee (Chichester) | 22-Nov-2022 | Buyout/LBO | Accounting, Audit and Tax Services (B2B) | ||
| The Fry Group | 14-Oct-2022 | Buyout/LBO | Other Financial Services |
Progeny Group Affiliates
Subsidiaries (19)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Progeny International | United Kingdom | 2024 | |
| Moray Group | Glasgow, United Kingdom | 2020 | |
| Gibbs Denley Investment Management | Leeds, United Kingdom | 2014 | |
| Halo HR | Burnley, United Kingdom | 2013 | |
| Coll Perkins | Fareham, United Kingdom | 2011 |
Progeny Group FAQs
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When was Progeny Group founded?
Progeny Group was founded in 2014.
-
Where is Progeny Group headquartered?
Progeny Group is headquartered in Leeds, United Kingdom.
-
What is the size of Progeny Group?
Progeny Group has 600 total employees.
-
What industry is Progeny Group in?
Progeny Group’s primary industry is Asset Management.
-
Is Progeny Group a private or public company?
Progeny Group is a Private company.
-
What is Progeny Group’s current revenue?
The current revenue for Progeny Group is .
-
How much funding has Progeny Group raised over time?
Progeny Group has raised $34.7M.
-
Who are Progeny Group’s investors?
Further Global Capital Management and LSG Holdings have invested in Progeny Group.
-
Who are Progeny Group’s competitors?
Ludlow Wealth Management Group, TAM Asset Management, Holden & Partners - Independent Financial & Investment Advice, and Saranac Partners are competitors of Progeny Group.
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