Aussie advice firm completes MBO
The management team had already bought a majority stake in the business in 2017
M&A Deals
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Global PE firm completes majority investment in IFGL
RL360 and FPI parent group will use financial backing to buy more firms
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US in the news: FNZ boosts wealth arm with acquisition
A round-up of people moves and M&A deals across North America
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Global wealth firm acquires Singapore fund manager
To bolster its operation across southeast Asia
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UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
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Evelyn Partners adds eighth advice firm to succession programme
Financial planning company will join the wealth manager’s Liverpool office
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IFA group makes first acquisition of 2023
It has exchanged on a further eight deals – all awaiting FCA approval
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Private bank buys Cayman financial planning firm
To bolster its advice offering to clients in the region
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IFA company acquires UK advice business
With more deals in the pipeline in 2023
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US in the news: Mercer Advisors buys California wealth firm
A round-up of people moves and M&A deals across North America
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Aussie supreme court greenlights advice firm takeover
M&A talks had been ongoing since April 2022
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Will advice consolidators start to acquire each other?
Private equity firms continue to find the UK market appealing