US in the news: SageView Advisory Group buys Illinois wealth firm
A round-up of people moves and M&A deals across North America
M&A Deals
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PE-backed advice group makes triple Scotland swoop
Deals add £100m in assets under management
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UK wealth manager inks management buyout
Founder has stepped down after setting it up over 13 years ago
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One Four Nine Group scoops up sixth advice firm
And secures financing to ‘avail of further acquisition opportunities’
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IFA group makes triple acquisition
Firm has its ‘biggest ever pipeline’ of deals
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Advice firm hits £1bn AuM mark with Welsh IFA deal
It is the company’s third acquisition in three months
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US in the news: Mercer Advisors completes double deal
A round-up of people moves and M&A deals across North America
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Aussie wealth firm buys superannuation business for A$4.6m
After receiving A$10m financing from banking group Westpac
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Why IFA firms are using bank loans to fund acquisition sprees
There will be an ‘acceleration of M&A over the next few years’
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IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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Financial services firm buys Scottish rival
Both companies have wealth management and private client offerings