Ascot Lloyd Bellpenny
2012
FOUNDED
M&A
STATUS
201-300
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
37
INVESTMENTS
Description
Provider of financial services in the United Kingdom. The company's services include retirement planning, private investment, inheritance tax and estate planning, personal finance, and retirement finance protection.
Website
Formerly Known As
Bellpenny
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
- Reading Bridge House
- George Street
- Reading RG1 8LS
- England, United Kingdom
+44 0345 000 0000
Ascot Lloyd Bellpenny Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore Ascot Lloyd Bellpenny‘s full profile, request access.
Request full access to PitchBookAscot Lloyd Bellpenny Competitors (2)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| St. James's Place | Formerly PE-Backed | Cirencester, United Kingdom | 0000 | 00000000000 | ||
| 0000000000 0000000 | Corporate Backed or Acquired | Bristol, United Kingdom | 0000 | 00000000000 |
Ascot Lloyd Bellpenny Investments & Acquisitions (37)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000 000000000 00 | 23-Sep-2019 | 000000000000000000 | Other Financial Services | 00000 00000000 | |
| 00 000000000 | 23-Sep-2019 | 000000000000000000 | Other Financial Services | 00000 00000000 | |
| 000000 000000 | 10-Dec-2018 | 000000000000000000 | Other Financial Services | 00000 00000000 | |
| 00000000 000000000 | 05-Jan-2018 | 000000000000000000 | |||
| Ascot Lloyd Financial Services | 04-Jul-2017 | Merger/Acquisition | Other Financial Services | 00000 00000000 |
Ascot Lloyd Bellpenny Subsidiaries (5)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Cranfield Financial Services | Other Services (B2C Non-Financial) | London, United Kingdom | 2006 |
| 00 000000000 | Other Financial Services | Nashville, TN | 0000 |
| 0000000 0000000000 | Asset Management | Birmingham, United Kingdom | 0000 |
| 00000 000000000 00 | Acquirer | Stockport, United Kingdom | 0000 |
| 00000 00000 000000 | Financing Advisory | Reading, United Kingdom | 0000 |
Ascot Lloyd Bellpenny Executive Team (16)
9 Former Executives
You’re viewing 5 of 16 executives. Get the full list »Ascot Lloyd Bellpenny Board Members (5)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 00000000 0000000 | Ascot Lloyd Bellpenny | Board Member | 000 0000 | |
| 000000000 000000 | Self | Board Member | 000 0000 | |
| 00000000 00000000 | Ascot Lloyd Bellpenny | Board Member | 000 0000 | |
| 000000 000000 | Oaktree Capital Management | Board Member | 000 0000 | |
| 00000 000000 | Ascot Lloyd Bellpenny | Board Member | 000 0000 |