Equiom - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Equiom M&A Summary

Equiom has acquired 11 companies of its own.

Equiom has acquired in 5 countries. The Company’s most targeted sectors include business services (73%) and financial services (19%).

Equiom Ownership

Who owns Equiom?

Equiom is owned by Lloyds TSB Development Capital and Värde Partners. It was acquired on September 16, 2013.

Is Equiom PE-backed?

Yes. Equiom is owned by private equity investors Lloyds TSB Development Capital and Värde Partners.

Was Equiom formerly PE-backed?

Yes. Equiom was formerly owned by 1 private investor.

Equiom Business Overview

Where is Equiom headquartered?

Equiom is headquartered in Douglas, United Kingdom.

How many employees does Equiom have?

Equiom has 100 employees.

What sector is Equiom in?

Equiom is a financial services company.

When was Equiom founded?

Equiom was founded in 1978.

M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity11
  • Total Sectors Invested 3
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 1

Equiom

Equiom Group Ltd.

Jubilee Buildings Victoria Street,
Douglas, IM1 2SH
United Kingdom,
+44 1624 699 000
www.equiomgroup.com

Equiom is a global professional services provider, offering end-to-end wealth protection and support services to private clients, corporate clients and funds. Equiom was founded in 1978 and is based in Douglas, United Kingdom.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 11 - - - - - 11
Sell (0.0/yr) # - - - - - - 0
  11

Most Recent M&A

Company Date Value Type
HOLT Consultancy Ltd. 2018-12-20 - Add-on Acquisition
Dubai, United Arab Emirates · www.holtconsultancy.com
Comptabilité Xen, Inc. 2018-11-14 - Add-on Acquisition
Montreal, Quebec · www.xenaccounting.com
The Links Group Ltd. 2016-09-07 - Add-on Acquisition
Dubai, United Arab Emirates · www.linksgroup.com
Equation HK Ltd. 2016-09-02 - Add-on Acquisition
Wanchai, China · www.equation.com.hk
Vivat Trust & Corporate Services Ltd. 2016-01-13 - Add-on Acquisition
Saint Helier, Channel Islands
Lloyds Trust Company (Channel Islands) Ltd. 2015-05-05 - Divestiture
25 New Street, Channel Islands
Ardel Trust Company (Guernsey) Ltd. 2015-03-10 - Add-on Acquisition
St Peter Port, Channel Islands · www.ardelholdings.com
AFP Group 2015-01-27 - Add-on Acquisition
, China
West Corporation Ltd. 2013-10-18 - Add-on Acquisition
Douglas, United Kingdom
City Trust Ltd. 2013-07-22 - Add-on Acquisition
Isle of Man, United Kingdom
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 8 (73%) - - -
Financial Services 2 (18%) - - -
Internet Software and Services 1 (9%) - - -
Total 11 - - -

By Geo

State/Country Buy Value Sell Value
Channel Islands 4 - - -
China 2 - - -
United Arab Emirates 2 - - -
United Kingdom 2 - - -
Canada 1 - - -
  Quebec 1 - - -
Domestic 2 (18%) - - -
Cross-border 9 (82%) - - -
Total 11 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
9%
1 (9%)

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