Succession Advisory Services Overview

  • Founded
  • 2008
Founded
  • Status
  • Private
  • Employees
  • 600
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 2
  • Investments
  • 58

Succession Advisory Services General Information

Description

Provider of wealth management services in the United Kingdom. The company through its bespoke, open architecture platform, offers unbiased access to more than 4000 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk enabling high net worth individuals, charities, pension funds, self-invested personal pensions and trusts to drive sustainable profit and recurrent revenue streams.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Primary Office
  • 60 Church Street
  • Birmingham B3 2DJ
  • England, United Kingdom
+44 01752 000000
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Succession Advisory Services Valuation & Funding

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

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Succession Advisory Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services in the United Kingdom. The company through its bespoke, open architecture platfor
Asset Management
Birmingham, United Kingdom
600 As of 2018
000.00
0000000 0000 000.00

00000000

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00000 0000000000
Hove, United Kingdom
00 As of 0000
00.00 0000-00-00
000000000000
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Succession Advisory Services Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000000 000000000 Private Equity-Backed Hove, United Kingdom 00 000000000000
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Succession Advisory Services Executive Team (12)

Name Title Board Seat Contact Info
James Stevenson Chief Executive Officer
Simon Taylor Managing Director & Director, Platform & Investment
Paul Morrish Board Member & Group Corporate Director
Peter Coleman Chief Commercial Officer
Michael Moore Executive
You’re viewing 5 of 12 executive team members. Get the full list »

Succession Advisory Services Board Members (9)

Name Representing Role Since
0000000 0000 Self Non-Executive Chairman 000 0000
0000 0000000 Succession Advisory Services Board Member & Group Corporate Director 000 0000
0000000 00000 Inflexion Private Equity Partners Board Member 000 0000
You’re viewing 3 of 9 board members. Get the full list »

Succession Advisory Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Succession Advisory Services Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Succession Advisory Services Investments & Acquisitions (58)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 00000000 28-Oct-2019 000000000000000000 Other Financial Services
00000 000000 00000 01-Jul-2019 000000000000000000 Other Financial Services
000000 0000000 14-Jun-2019 000000000000000000 Asset Management
000000 000000000 0 12-Jun-2019 000000000000000000 Other Financial Services 00000 000000000
Killermont Investments 01-May-2019 Merger/Acquisition Asset Management
You’re viewing 5 of 58 investments and acquisitions. Get the full list »

Succession Advisory Services Subsidiaries (7)

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
You’re viewing 5 of 7 subsidiaries. Get the full list »

Succession Advisory Services Exits (3)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000 000000 00000 02-Aug-2017 0000000000 Completed
  • 2 buyers
0000000 000000 19-May-2014 0000000000 Completed
  • 2 buyers
Jacobs Financial Group (United Kingdom) 19-Nov-2010 Buyout/LBO Completed
  • 2 buyers
To view Succession Advisory Services’s complete exits history, request access »