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FINANCIAL | Retail Banking

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Investments

58

Portfolio Exits

25

Funds

2

Service Providers

1

About Halifax Bank of Scotland

The firm is a banking and insurance company based in the United Kingdom. The firm is a wholly owned subsidiary of Lloyds Banking Group and acts primarily as the holding company for Bank of Scotland PLC, which operates the Bank of Scotland and Halifax brands in the UK, as well as HBOS Australia and HBOS Insurance and Investment Group .

Halifax Bank of Scotland Headquarter Location

The Mound

Edinburgh, Scotland, EH1 1YZ,

United Kingdom

44 113 242 2229

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Latest Halifax Bank of Scotland News

Mastermind joins board of historic ethical investment pioneer

Nov 2, 2020

Mytholmroyd-based mastermind, who designed the NEST auto-enrolment pension scheme, has joined Healthy Investment to develop and champion its ethical stance. Elizabeth Boardall. Elizabeth Boardall, who has previously held leadership positions at Royal London, Halifax Bank of Scotland and Aviva, has been appointed a non-executive director by the friendly society Healthy Investment. Until earlier this year Ms Boardall, who lives in Mytholmroyd, was head of customer engagement, experience and digital at Royal London, and was a member of its independent governance committee. In 2007 she was approached by Government to develop the NEST pension which formed the backbone of workplace pensions auto-enrolment. Ms Boardall said she was attracted to join Healthy Investment because of a long-standing interest in ethical investment. She said: “I want to help Healthy Investment develop and champion its ethical stance, and help consumers to find a home for their money that chimes with their values. Healthy Investment has a great history and a huge amount of potential. "I think that the more that people find out about Healthy Investment, its mutual ownership structure and its ethics, the more they will realise they are in the same place and that it is a natural home for their investments.” Most Popular

Halifax Bank of Scotland Investments

58 Investments

Halifax Bank of Scotland has made 58 investments. Their latest investment was in Retif as part of their Private Equity on December 12, 2009.

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Halifax Bank of Scotland Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/31/2009

Private Equity

Retif

Yes

1

1/9/2009

Growth Equity

Domia

$0.74M

Yes

Undisclosed Angel Investors, and Undisclosed Investors

1

12/16/2008

Recap

Orchid Pubs

Yes

Undisclosed Investors

1

11/12/2008

Private Equity

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$99M

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10

8/21/2008

Angel

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$99M

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10

Date

12/31/2009

1/9/2009

12/16/2008

11/12/2008

8/21/2008

Round

Private Equity

Growth Equity

Recap

Private Equity

Angel

Company

Retif

Domia

Orchid Pubs

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Amount

$0.74M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Undisclosed Angel Investors, and Undisclosed Investors

Undisclosed Investors

Sources

1

1

1

10

10

Halifax Bank of Scotland Portfolio Exits

25 Portfolio Exits

Halifax Bank of Scotland has 25 portfolio exits. Their latest portfolio exit was Orchid Pubs on June 16, 2014.

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

6/16/2014

Acquired

Undisclosed Investors

1

7/18/2012

Leveraged Buyout

Oaktree Capital Management

1

12/7/2009

Leveraged Buyout

Patron Capital

1

00/00/0000

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10

00/00/0000

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10

Date

6/16/2014

7/18/2012

12/7/2009

00/00/0000

00/00/0000

Exit

Acquired

Leveraged Buyout

Leveraged Buyout

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Companies

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Valuation

Acquirer

Undisclosed Investors

Oaktree Capital Management

Patron Capital

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Sources

1

1

1

10

10

Halifax Bank of Scotland Acquisitions

12 Acquisitions

Halifax Bank of Scotland acquired 12 companies. Their latest acquisition was Ainscough Crane Hire on October 02, 2007.

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

10/2/2007

Secondary Market

$3.28M

Management Buyout

1

1/1/2006

Convertible Note

$19.87M

Acquired

1

12/31/2005

Leveraged Buyout

Leveraged Buyout

1

2/10/2005

Management Buyout

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$99M

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10

1/31/2005

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$99M

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10

Date

10/2/2007

1/1/2006

12/31/2005

2/10/2005

1/31/2005

Investment Stage

Secondary Market

Convertible Note

Leveraged Buyout

Management Buyout

Companies

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Valuation

Total Funding

$3.28M

$19.87M

$99M

$99M

Note

Management Buyout

Acquired

Leveraged Buyout

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Sources

1

1

1

10

10

Halifax Bank of Scotland Fund History

2 Fund Histories

Halifax Bank of Scotland has 2 funds, including Bank of Scotland Infrastructure Partners LP.

Closing Date

Fund

Fund Type

Status

Amount

Sources

12/31/2008

Bank of Scotland Infrastructure Partners LP

REAL Assets

$644.93M

1

Sigma Technology Venture Fund

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$99M

10

Closing Date

12/31/2008

Fund

Bank of Scotland Infrastructure Partners LP

Sigma Technology Venture Fund

Fund Type

REAL Assets

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Status

Amount

$644.93M

$99M

Sources

1

10

Halifax Bank of Scotland Service Providers

1 Service Provider

Halifax Bank of Scotland has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Accounting Firm

Auditor

Service Provider

Associated Rounds

Provider Type

Accounting Firm

Service Type

Auditor

Partnership data by VentureSource

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