Colonial First State Overview

  • Year Founded
  • 1988

Year Founded

  • Status
  • Private

  • Employees
  • 1,588

Employees

  • Latest Deal Type
  • M&A
  • (Rumor/Speculation)

  • Financing Rounds
  • 8

  • Investments
  • 5

Colonial First State General Information

Description

Provider of wealth management services intended for individuals, corporates and superannuation fund investors. The company specializes in shares, property, fixed interest, credit, hedge funds, infrastructure, and private equity and provides investment, superannuation, and retirement products, enabling clients to meet their investment needs.

Contact Information

Website
www.cfs.com.au
Formerly Known As
Hambro-Grantham
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 27 Sydney
  • Sydney, New South Wales 2001
  • Australia
+61 (02)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate Office
  • 27 Sydney
  • Sydney, New South Wales 2001
  • Australia
+61 (02)

Colonial First State Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Colonial First State Valuation & Funding

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

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Colonial First State Patents

  • 6

    Total Documents Applications and Grants

  • Total Patents Families

  • 2

    Granted

  • Pending

  • Expiring in next 12 mo

Colonial First State Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
AU-2002950735-A0 Transaction management system Inactive 12-Aug-2002
AU-2003229093-A1 A transaction management system Active 17-May-2002
AU-PS239802-A0 Transaction management system Inactive 17-May-2002
AU-2003229093-B2 A transaction management system Inactive 17-May-2002
US-7630989-B2 Transaction management system Inactive 17-May-2002 G06Q40/02
To view Colonial First State’s complete patent history, request access »

Colonial First State Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Colonial First State Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Colonial First State Investments & Acquisitions (5)

Colonial First State’s most recent deal was a Merger/Acquisition with Fortlake Asset Management. The deal was made on 12-Mar-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Fortlake Asset Management 12-Mar-2024 Merger/Acquisition Asset Management
Olympia Resources 29-May-2006 PIPE Other Metals, Minerals and Mining
Endeavour Healthcare PE Growth/Expansion Clinics/Outpatient Services
Gateway Lifestyle Secondary Transaction - Open Market Real Estate Services (B2C)
Tru-Test PE Growth/Expansion Machinery (B2B)
To view Colonial First State’s complete investments and acquisitions history, request access »

Colonial First State Exits (3)

Colonial First State’s most recent exit was from Endeavour Healthcare. The exit was categorized as with 7 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Endeavour Healthcare Completed
  • 7 buyers
Gateway Lifestyle Completed
  • 3 buyers
Tru-Test PE Growth/Expansion Completed
  • 6 buyers
To view Colonial First State’s complete exits history, request access »

Colonial First State Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Fortlake Asset Management Sydney, Australia 2019

Colonial First State FAQs

  • When was Colonial First State founded?

    Colonial First State was founded in 1988.

  • Where is Colonial First State headquartered?

    Colonial First State is headquartered in Sydney, Australia.

  • What is the size of Colonial First State?

    Colonial First State has 1,588 total employees.

  • What industry is Colonial First State in?

    Colonial First State’s primary industry is Asset Management.

  • Is Colonial First State a private or public company?

    Colonial First State is a Private company.

  • What is Colonial First State’s current revenue?

    The current revenue for Colonial First State is .

  • How much funding has Colonial First State raised over time?

    Colonial First State has raised $2.08B.

  • Who are Colonial First State’s investors?

    Commonwealth Bank of Australia and Kohlberg Kravis Roberts have invested in Colonial First State.

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