Courtney Havers LLP
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Courtney Havers LLP - overview
Established
1990
Location
Kent, -, UK
Primary Industry
Financial Services
About
Based in Kent, UK, and founded in 1990 by Ray Tuffield, Courtney Havers LLP operates as a financial management firm that specializes in financial planning, financial advice, and mortgage advice for individuals, families, and businesses. In April 2024, Soderberg & Partners Holding AB, a portfolio company of TA Associates and KKR, acquired Courtney Havers LLP. Courtney Havers LLP provides clients to manage and build their wealth, retirement planning, business owners with their financial management and many more. The company offers lifetime financial planning process including conducting initial meeting, finding facts, planning meeting, implementing, ongoing services, and many more.
It focuses on reducing lifetime mortgages solution.
Current Investors
Soderberg & Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.courtneyhavers.co.uk/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Courtney Havers LLP - financials
| Fiscal Year Ended | Sep 30, 2015 | Sep 30, 2016 | Sep 30, 2017 | Sep 30, 2018 | Sep 30, 2019 | Sep 30, 2020 | Sep 30, 2021 | Sep 30, 2022 | Sep 30, 2023 | Sep 30, 2024 |
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| Revenue (USD) | - | - | - | - | - | - | - | - | - | - |
| % Revenue Growth (YoY) | - | - | - | - | - | - | - | - | - | - |
| EBITDA (USD) | - | - | - | - | - | - | - | - | - | - |
| Operating Income (USD) | - | - | - | - | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - | - | - | - | - |
| % EBITDA Margin | - | - | - | - | - | - | - | - | - | - |
| NET Income (USD) | - | - | - | - | - | - | - | - | - | - |
| % Net Margin | - | - | - | - | - | - | - | - | - | - |
Courtney Havers LLP - 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 | Courtney Havers LLP | - |
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Courtney Havers LLP - employee data
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