Corporate Benefits Consulting Limited
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Corporate Benefits Consulting Limited - overview
Established
2009
Location
Glasgow, -, UK
Primary Industry
Financial Services
About
Based in Glasgow, UK, and founded in 2009, Corporate Benefits Consulting offers comprehensive financial advice, such as retirement, pension freedoms, annuities, investments, and protection coverage like life assurance and critical illness coverage. In June 2020, Ascot Lloyd, a portfolio company of Oaktree Capital Management, acquired Corporate Benefits Consulting. Corporate Benefits Consulting offers corporate benefits specializes in retirement planning, helping clients navigate through the complex choices related to pension options, including income drawdown, enhanced annuities, and pension transfer advice for individuals. Additionally, the company offers expert guidance on investments, ISAs, protection policies, and inheritance tax matters.
The firm also offers employee benefits packages to small and medium-sized enterprises (SMEs) that aid in attracting and retaining talented staff. Corporate Benefits also manages the implementation of new benefits packages, streamlining communication between companies and providers.
Current Investors
Ascot Lloyd Limited
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking, Health Insurance
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Corporate Benefits Consulting 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 | Completed | Corporate Benefits Consulting Limited | - |
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