Fitzpatricks Private Wealth Pty Ltd
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Fitzpatricks Private Wealth Pty Ltd - overview
Established
1987
Location
Sydney, NSW, Australia
Primary Industry
Financial Services
About
Founded in 1987 and based in New South Wales, Australia, Fitzpatricks Private Wealth Pty Ltd, also known as Fitzpatricks, is a wealth management company that offers various financial services to individuals and wealthy families. The company was founded by Scott Fitzpatrick and John Woodley. In August 2017, Quadrant Private Equity and Yorkway Capital Partners invested in Fitzpatricks Private Wealth Pty Ltd. As of 2024, the company is led by its CEO, Jodie Blackledge.
Fitzpatricks provides financial management solutions to business owners, business leaders, successful individuals, wealthy families, and charitable foundations. The services offered by the company include business succession planning, estate planning, family office administration, personal injury service, personal risk advice, charitable giving, private wealth programs, retirement planning, wealth preservation, and investment management.
Current Investors
Principal Invest, Quadrant Private Equity, Yorkway Equity Partners
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.fitz.com.au
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
Fitzpatricks Private Wealth Pty Ltd - 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 | Retirement Victoria Pty Ltd | - | ||||||||
| Growth | Completed | Fitzpatricks Private Wealth Pty Ltd | - | ||||||||
| LP Direct | Completed | Fitzpatricks Private Wealth Pty Ltd | - |
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Fitzpatricks Private Wealth Pty Ltd - employee data
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