Latest news and updates on mergers and acquisitions.
Latest news.
Perspective completes the acquisition of Primera Wealth Management Ltd
Fintel acquires Vouchedfor and AKG, continues to expand the platform
Titan Wealth acquires Aspira Corporate Solutions
Foster Denovo acquires Hampshire-based advice firm Creative Financial Solutions
Canaccord Genuity to acquire Glasgow-based Intelligent Capital
Courtiers marks fifth acquisition, adds £105m AUM
Evelyn Partners expands into Tunbridge Wells with the acquisition of Creaseys Group Limited
Fairstone expands its operations into County Durham, Wales and Hampshire
Calton Wealth achieves a significant milestone with its first acquisition
Premier Miton to acquire Tellworth Investments
Lumin Wealth acquires B W Financial Consultants
Progeny announces acquisition of Carbon Financial Partners
Strong progress at Perspective as it announces two more acquisitions
OpenMoney and evestor’s customers find new home with Octopus Money
MKC Wealth buys Holborn Financial
OakNorth Bank completes tailored loan facility to MRW Group to support its IFA buy-and-build strategy, with three initial acquisitions
Titan Wealth acquires Prism Financial Advice Ltd
Has the landscape for sellers of advice firms changed?
Prosperis grows with another acquisition
Perspective announces two further acquisitions
Armstrong Watson acquires financial services firm 3G financial
Lumin Wealth partners up with mortgage specialists Davidson Deem
Skerritts Group continues growth with the purchase of Ambrose Fisher
Söderberg & Partners invests in three UK IFA firms
MWA makes double acquisition after securing funding
Atomos acquires Equanimity IFA
Perspective announces three further acquisitions
Creative Planning acquires Goldman Sachs division
Loyal North acquires Kent-based financial adviser
LSL to acquire TenetLime Ltd
Co-operative Bank adds 3.5k clients with acquisition of Sainsbury’s mortgages
LEBC sells assets to Aspira as it enters administration
Progeny acquires Fiscal Engineers
Fintel has £100k for fintech-adviser acquisitions
George Square Financial Management acquires Taylor McGill
Defaqto acquires MICAP
Ascot Lloyd acquires £323m AUM Swansea IFA
Benchmark Capital adds £755 million with agreement to acquire Unique Financial Planning
Rival investors launch counter offer against Liontrust’s takeover of Global Asset Management
Gresham House gets snapped up by Searchlight Capital
One Four Nine Group acquires Rainbird & Co
Chase De Vere is actively searching for IFA acquisitions
HFMC Wealth completes acquisition of Weston-Cummins Ltd, brokered by Gunner & Co.
Lumin Wealth acquires The Big Picture Wealth Management
Edinburgh firms merge under Calton Wealth Management brand
Titan Wealth acquires Square Mile Investment Consulting and Research Ltd
Corbel Partners makes quadruple acquisition
Perspective announces four further acquisitions and achieves carbon neutral status
Boutique Wealth Manager is Acquired by Start-Up Entrepreneur to Build a Legacy Business
Evelyn Partners to acquire boutique wealth manager Dart Capital
ASHL expends footprint with two further acquisitions
Shawbrook Group’s acquisition of Bluestone completes
Corbel Partners completes acquisition of Wealth Design Holdings
Team Plc buys Isle of Man chartered financial planner
Double acquisition establishes Northern Ireland presence for Wren Sterling
Perspective acquires a further four firms and reaches 40 people in its Academy
Fairstone secure greater Home Counties presence with acquisition of Sacre