Mergers & Acquisitions

Market Updates

E very IFA / advisory firm is unique, as individual as it's service proposition, business model and client portfolio. No two firms are the same - vendor or acquirer. For that reason all deals are bespoke in form and structure. Commonly applied market valuation metrics ensure commercial viability, subject to the usual checks, balances and legal contract. We make sure of that, but never forgetting the most important element - your clients. 

Set out below are examples of recent transactions within this specialist sector.

March 7, 2019

Kingswood Holdings Ltd Acquires Thomas & Co Financial Services

Wealth Management Group Kingswood has bought an Oxfordshire based financial advice firm for £3.3m.
January 30, 2019

AFH Wealth Management acquires Hayburn Rock Financial Planning Ltd in £3.5m deal

Consolidator AFH has announced the acquisition of a West Midlands-based IFA adding £100 million of assets under administration.
January 15, 2019

City of London Group acquires Acorn to Oaks Financial Services in £1.4m deal

Acorn to Oaks Financial Services, a Preston based financial adviser, has been purchased by City of London Group PLC (COLG) in a transaction that has been in the pipeline since July 2018.
January 2, 2019

Sanlam acquires Astute Wealth Management Ltd

Sanlam UK, part of the international financial services group Sanlam Ltd, has announced the acquisition of chartered financial planning business, Astute Wealth Management.

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