Ascot Lloyd Limited
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Ascot Lloyd Limited - overview
Established
2004
Location
Reading, -, UK
Primary Industry
Financial Services
About
Ascot Lloyd Limited, based in the UK, is a financial services firm that specializes in delivering tailored investment management and wealth management solutions to its clients. Founded in 2004 and headquartered in Reading, UK, Ascot Lloyd provides financial advisory services. Ascot Lloyd specializes in comprehensive financial planning, investment management, and wealth management services, including retirement and pension planning, tax and estate planning, and investment strategies. With over 140 qualified financial advisers, the firm caters to more than 44,000 clients across England and Wales, focusing on high-net-worth individuals and families.
In the fiscal year 2022, Ascot Lloyd reported a revenue of GBP 88,901,090. 50 and an EBITDA of GBP 10,625,928. 90, supported by a management portfolio of approximately GBP 10 billion in funds under management. Following the acquisition by Nordic Capital in October 2022, Ascot Lloyd plans to utilize its strengthened position to accelerate growth through an enhanced inorganic M&A strategy and to invest further in its personnel and technology.
Specific details regarding new product launches and geographic expansions have yet to be disclosed.
Current Investors
Nordic Capital
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services
Website
www.ascotlloyd.co.uk
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Ascot Lloyd Limited - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Corporate Carve Out | Completed | Aberdeen Financial Planning | - | ||||||||
| Add-on | Completed | Portfolio Financial Consultancy Ltd | - | ||||||||
| Secondary Buyout | Completed | Ascot Lloyd Limited | - | ||||||||
| Add-on | Completed | Central Investment Services (Scotland) Ltd. | - | ||||||||
| Private Debt | Completed | Ascot Lloyd Limited | - |
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