Kingswood Holdings - M&A Summary and Business Overview

Financial ServicesCompany

Kingswood Holdings M&A Summary

Kingswood Holdings has acquired 3 companies, including 1 in the last 5 years.

Kingswood Holdings’ largest acquisition to date was in 2019, when it acquired Chalice Wealth Partners for $4M. Kingswood Holdings has acquired in 1 US state, and 3 countries. The Company’s most targeted sectors include financial services (100%).

Kingswood Holdings Business Overview

Where is Kingswood Holdings headquartered?

Kingswood Holdings is headquartered in London, United Kingdom.

What is Kingswood Holdings’ revenue?

Kingswood Holdings disclosed revenue of 27M GBP for 2020 and 10M GBP for 2019.

How many employees does Kingswood Holdings have?

Kingswood Holdings has 206 employees.

What sector is Kingswood Holdings in?

Kingswood Holdings is a financial services company.

When was Kingswood Holdings founded?

Kingswood Holdings was founded in 1997.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 1
  • Total Countries Invested 3

Kingswood Holdings

Kingswood Holdings Ltd.

13 Austin Friars,
London, EC2N 2HG
United Kingdom,
+44 20 7293 0730
www.kingswood-group.com

Kingswood Holdings is an international wealth manager offering bespoke wealth planning and investment management solutions to over 16,000 clients. Kingswood empowers its advisers to provide high-quality financial advice to their clients in a suitable and sustainable manner through the provision of best-in-class technology, a wide range of central support functions and a broad and diverse discretionary investment management offering. Kingswood Holdings was founded in 1997 and is based in London, United Kingdom.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
vol $4M $4M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Chalice Wealth Partners LLC 2019-12-20 4M USD Add-on Acquisition
San Diego, California · www.chalicefn.com
P&C Global Wealth Managers SA 2014-11-14 - Add-on Acquisition
, Switzerland
GTI Fund Investment Ltd. 2014-11-14 - Add-on Acquisition
, Cayman Islands
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (100%) 4M (100%) - -
Total 3 $4M - -

By Geo

State/Country Buy Value Sell Value
Cayman Islands 1 - - -
Switzerland 1 - - -
United States 1 4M - -
  California 1 4M - -
Domestic - - - -
Cross-border 3 (100%) 4M (100%) - -
Total 3 $4M - -

Deal Values

buy # Total
< $100M 1 $4M
TOTAL $4M
Largest Chalice Wealth Partners LLC
$4M (2019-12-20)

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Related Lists for Kingswood Holdings

Financial Services Companies , United Kingdom Companies