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Merchant Bank
FINANCE | Retail Banking
closebrothers.com

Investments

6

Portfolio Exits

4

Partners & Customers

9

About Close Brothers Group

Close Brothers Group is a specialist financial services and merchant banking group, providing lending, deposit taking, wealth management services, and securities trading. Divisions include Close Brothers Asset Management, Close Brothers Asset Finance, Close Brothers Invoice Finance, and more.

Headquarters Location

10 Crown Place

London, England, EC2A 4FT,

United Kingdom

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Latest Close Brothers Group News

Analyst recommendations: Applied Materials, Close Brothers, Skyworks, Vodafone, Warner Music...

Jan 23, 2023

... 01/23/2023 | 05:55am EST Message : *Required fields Every day, find a selection of analysts' recommendations covering North America and the UK. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information is used to shed light on the movements of certain stocks or the market sentiment on a company. Associated British Foods : Deutsche Bank upgrades from hold to buy targeting GBp 2180. Close Brothers : Investec upgrades to hold from sell. PT down 1.9% to 955 pence. KLA Corp : Barclays downgrades to underweight from equal-weight. PT down 21% to $325. Pendragon : Jefferies resumes its Buy rating, targeting GBp 25. PTC : KeyBanc Capital Markets upgrades to overweight from sector weight. PT up 19% to $155. Skyworks : Barclays upgrades to overweight from equal-weight. PT up 21% to $125. Vodafone : Jefferies remains "Hold" with a price target reduced from GBp 100 to GBp 85. Warner Music : Barclays downgrades to equal-weight from overweight. PT down 1.6% to $35. Western Digital : Exane BNP Paribas upgrades to neutral from underperform. PT up 9.2% to $42. © MarketScreener.com 2023

Close Brothers Group Investments

6 Investments

Close Brothers Group has made 6 investments. Their latest investment was in Alcedo Care as part of their Line of Credit on July 7, 2021.

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Close Brothers Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/27/2021

Line of Credit

Alcedo Care

$2.78M

Yes

3

5/19/2021

Series B

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$99M

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10

3/5/2020

Line of Credit

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$99M

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10

9/1/2001

Seed

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$99M

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10

6/15/2001

Growth Equity

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$99M

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10

Date

7/27/2021

5/19/2021

3/5/2020

9/1/2001

6/15/2001

Round

Line of Credit

Series B

Line of Credit

Seed

Growth Equity

Company

Alcedo Care

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Amount

$2.78M

$99M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

3

10

10

10

10

Close Brothers Group Portfolio Exits

4 Portfolio Exits

Close Brothers Group has 4 portfolio exits. Their latest portfolio exit was Close Brothers Retail Finance on September 14, 2018.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/14/2018

Divestiture

Close Brothers Retail Finance

$99M

3

9/27/2016

Acquired - II

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$99M

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10

3/26/2015

Acquired

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$99M

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0

12/8/2005

Acquired

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$99M

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10

Date

9/14/2018

9/27/2016

3/26/2015

12/8/2005

Exit

Divestiture

Acquired - II

Acquired

Acquired

Companies

Close Brothers Retail Finance

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Valuation

$99M

$99M

$99M

$99M

Acquirer

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Sources

3

10

0

10

Close Brothers Group Acquisitions

5 Acquisitions

Close Brothers Group acquired 5 companies. Their latest acquisition was Corporate Asset Solutions on March 05, 2020.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/5/2020

$99M

Acquired

1

3/14/2011

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$99M

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10

2/28/2005

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$99M

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10

1/1/2000

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$99M

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10

9/30/1999

Private Equity

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$99M

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10

Date

3/5/2020

3/14/2011

2/28/2005

1/1/2000

9/30/1999

Investment Stage

Private Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

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Sources

1

10

10

10

10

Close Brothers Group Partners & Customers

9 Partners and customers

Close Brothers Group has 9 strategic partners and customers. Close Brothers Group recently partnered with OpenText on March 3, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

3/28/2022

Vendor

Canada

04:00 EDT Close Brothers Asset Finance and Leasing Taps OpenText for Customer-Oriented Digital Transformation

Close Brothers will implement OpenText , which enables organizations to share , collaborate , and analyze information for more informed decision-making while mitigating risk through improved governance , compliance , and security .

2

3/28/2022

Vendor

Canada

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10

2/18/2021

Partner

Ireland

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10

8/27/2019

Client

United Kingdom

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10

8/19/2019

Partner

Germany

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10

Date

3/28/2022

3/28/2022

2/18/2021

8/27/2019

8/19/2019

Type

Vendor

Vendor

Partner

Client

Partner

Business Partner

Country

Canada

Canada

Ireland

United Kingdom

Germany

News Snippet

04:00 EDT Close Brothers Asset Finance and Leasing Taps OpenText for Customer-Oriented Digital Transformation

Close Brothers will implement OpenText , which enables organizations to share , collaborate , and analyze information for more informed decision-making while mitigating risk through improved governance , compliance , and security .

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Sources

2

10

10

10

10

Close Brothers Group Team

15 Team Members

Close Brothers Group has 15 team members, including current Chief Executive Officer, Rebecca McNeil.

Name

Work History

Title

Status

Rebecca McNeil

Chief Executive Officer

Current

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Name

Rebecca McNeil

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Work History

Title

Chief Executive Officer

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Status

Current

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