Equiom Group (Europe) Limited
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Equiom Group (Europe) Limited - overview
Established
1978
Location
-, -, Isle of Man
Primary Industry
Financial Services
About
Equiom Group (Europe) Limited, based in the UK, specializes in providing comprehensive wealth management and corporate governance solutions, catering to a diverse clientele that includes high-net-worth individuals and multinational corporations. Equiom Group (Europe) Limited offers services in private wealth and corporate governance. Founded in 1978, the company is headquartered in the Isle of Man and has offices globally. The firm has successfully closed 3 deals to date, with the most recent being a BUYOUT in May 2019, where they raised GBP 33.
00 mn from Livingbridge, bringing the total amount raised to GBP 33. 00 mn. The current leadership includes CEOs Jonathan Jennings and Mark Porter. Equiom provides a wide range of services to both private and corporate clients, focusing on navigating complex wealth management and corporate governance needs.
Their offerings include Private Wealth and Family Office Services, which cover wealth structuring, succession planning, and management of luxury assets like private jets and superyachts. They also offer corporate services such as entity formation, governance support, and financial accounting, which aim to facilitate business growth and compliance. Equiom targets high-net-worth individuals, multinational corporations, and institutional clients across Europe, the Middle East, Asia, and the Americas, delivering tailored solutions for asset management and corporate governance. Equiom's revenue model is diversified, incorporating subscription-based services for ongoing advisory and management, alongside transactional fees for specific engagements.
Operating primarily on a B2B model, the company caters to corporate clients and high-net-worth individuals. Their transaction structures may include retainer agreements for continuous services and fixed or percentage-based fees for project-specific work. Their flagship offerings, particularly in private wealth and family office services, are priced to reflect their bespoke nature, ensuring specialized attention for clients' unique requirements. Equiom plans to utilize the recent funding from the BUYOUT in May 2019 to enhance its service offerings and expand into new markets.
The company is in the process of designing new products aimed at optimizing wealth management solutions for their clientele. They are targeting expansion into the Middle East and Asia by 2025, with a focus on increasing their presence in these high-potential regions.
Current Investors
LDC, Varde Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Consumer Finance
Website
www.equiomgroup.com
Verticals
FinTech
Company Stage
Mature
Total Amount Raised
Subscriber access only
Equiom Group (Europe) 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Corporate Carve Out | Completed | Equiom (Luxembourg) S.A. | - | ||||||||
| Corporate Carve Out | Completed | Equiom's Dutch branch | - | ||||||||
| Growth | Completed | Equiom Group (Europe) Limited | - | ||||||||
| Add-on | Completed | Eagle Consulting | - | ||||||||
| Add-on | Completed | The Links Group Limited | - |
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