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Company profile: Succession Advisory Services

1.1 - Company Overview

Succession Advisory Services Logo

Succession Advisory Services

Headquarter: United Kingdom
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of wealth management and financial planning services to individual and corporate clients across the UK through a network of acquired and member firms. Offers advisory services, an open-architecture investment platform to manage and grow investments, and an Investment Matrix tool for portfolio analysis and management.

Products and services

  • Succession Investment Platform: Open-architecture platform tailored to manage and grow individual and corporate investments across the UK
  • Succession Advisory Services: Network-based wealth management advisory delivering financial planning and investment advice to UK individual and corporate clients
  • Succession Investment Matrix: Matrix-based portfolio-analysis product used to analyze and manage investment portfolios for UK clients

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Succession Advisory Services

Maple Leaf Financial Logo

Maple Leaf Financial

HQ: United Kingdom Website
  • Description: Provider of commercial finance and asset management, offering mortgage brokerage for first-time buyers, home movers and property investors; commercial property mortgages based on property income; remortgaging; financial advice on pensions, investments and estate planning; development finance; and insurance including buildings, contents, critical illness, income protection and life.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Maple Leaf Financial company profile →
Trac Services Logo

Trac Services

HQ: Norway Website
  • Description: Provider of wealth technology, payment solutions, investment banking, and financial services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Trac Services company profile →
Green Benefit Logo

Green Benefit

HQ: Germany Website
  • Description: Provider of financial consulting and fund advisory services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Green Benefit company profile →
Hardin Compliance Logo

Hardin Compliance

HQ: United States Website
  • Description: Provider of customized regulatory compliance solutions for financial services firms, including outsourced CCO services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Hardin Compliance company profile →
One Group Logo

One Group

HQ: Germany Website
  • Description: Provider of investment services enabling private investors and investment experts to invest in the residential real estate market.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full One Group company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Succession Advisory Services

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Buyer group 1: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Succession Advisory Services

2.2 - Growth funds investing in similar companies to Succession Advisory Services

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4 - Top valuation comps for Succession Advisory Services

4.2 - Public trading comparable groups for Succession Advisory Services

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4.3 - M&A Transactions similar to Succession Advisory Services

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Succession Advisory Services

What does Succession Advisory Services do?

Succession Advisory Services is a provider of wealth management and financial planning services to individual and corporate clients across the UK through a network of acquired and member firms. Offers advisory services, an open-architecture investment platform to manage and grow investments, and an Investment Matrix tool for portfolio analysis and management.

Who are Succession Advisory Services's competitors?

Succession Advisory Services's competitors and similar companies include Maple Leaf Financial, Trac Services, Green Benefit, Hardin Compliance, and One Group.

Where is Succession Advisory Services headquartered?

Succession Advisory Services is headquartered in United Kingdom.

How many employees does Succession Advisory Services have?

Succession Advisory Services has 1,000 employees 🔒.

When was Succession Advisory Services founded?

Succession Advisory Services was founded in 2010 🔒.

What sector and industry vertical is Succession Advisory Services in?

Succession Advisory Services is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Succession Advisory Services

Who are the top strategic acquirers in Succession Advisory Services's sector and industry

Top strategic M&A buyers and acquirers in Succession Advisory Services's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Succession Advisory Services?

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Financial Investors investing in Succession Advisory Services's sector and industry vertical

Which are the top PE firms investing in Succession Advisory Services's sector and industry vertical?

Top PE firms investing in Succession Advisory Services's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Succession Advisory Services's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Succession Advisory Services's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Succession Advisory Services's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Succession Advisory Services include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Succession Advisory Services's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Succession Advisory Services?

The key public trading comparables and valuation benchmarks for Succession Advisory Services include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Succession Advisory Services for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Succession Advisory Services with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Succession Advisory Services's sector and industry vertical?

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What are recent capital raises and funding rounds in Succession Advisory Services's' sector and industry vertical?

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