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Succession Advisory Services

Succession Advisory Services
2008 FOUNDED
PRIVATE STATUS
501-600 EMPLOYEES
PE Growth LATEST DEAL TYPE
2 FINANCING ROUNDS
50 INVESTMENTS
Description

Provider of wealth management services in the United Kingdom. The company offers investment advisory services, enabling high net worth individuals, charities, pension funds, self-invested personal pensions and trusts to drive sustainable profit and recurrent revenue streams.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • Drake Building, 15 Davy Road
  • Plymouth Science Park, Derriford
  • Plymouth PL6 8BY
  • England, United Kingdom

+44 01752 000000

Succession Advisory Services Valuation and Funding

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

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Succession Advisory Services Investments & Acquisitions (50)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000 00000 15-Jan-2018 0000000000 Consulting Services (B2B) 00000 000000000
00000000000 000000 15-Jan-2018 0000000000 Other Financial Services 00000 000000000
00000000 000000000 15-Jan-2018 0000000000 Consulting Services (B2B) 00000 000000000
000 000000000 0000 02-Nov-2017 0000000000 Consulting Services (B2B) 0000 0000000
Inspire Wealth Management 02-Nov-2017 Buyout/LBO Other Financial Services 0000 0000000
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Succession Advisory Services Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 000000 19-May-2014 0000000000 Completed
  • 2 buyers
Jacobs Financial Group (United Kingdom) 19-Nov-2010 Merger/Acquisition Completed
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Succession Advisory Services Subsidiaries (8)

Company Name Industry Location Founded
LRH Wealth Management Asset Management Halifax, United Kingdom 2007
0000000000 000000 Other Capital Markets/Institutions High Wycombe, United Kingdom 0000
000 00000 00000000 Specialized Finance Falkirk, United Kingdom 0000
00000000 000000 00 Other Financial Services Bearsden, United Kingdom 0000
00000000000 00000 Other Capital Markets/Institutions Edinburgh, United Kingdom 0000
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Succession Advisory Services Investors

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

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Succession Advisory Services Executive Team (11)

Name Title Board
Seat
Contact
Info
Michael Hill Board Member & Chief Financial Officer
Michelle Law Head of Corporate Development
Martin Macey Head of Finance, Acquisitions & Integration
Gerald Bennett Wealth Manager
James Stevenson Group Chief Executive Officer

1 Former Executive

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Succession Advisory Services Board Members (10)

Name Representing Role Since Contact
Info
0000000 0000 Succession Advisory Services Board Member & Chief Financial Officer 000 0000
0000 0000000 Succession Advisory Services Board Member & Corporate Director, acquisitions and integration 000 0000
000 000000 Self Chairman of the Board 000 0000
0000000 00000 Inflexion Private Equity Board Member 000 0000
00000 000000 Succession Advisory Services Board Member & Platform and Investment Director 000 0000

5 Former Board Members

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