UK advice firm gets PE funding for acquisition spree
It will focus on domestic deals but will also consider international businesses
M&A Deals
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UK wealth firm makes second DFM acquisition of 2022
Deal adds around £180m in assets under management
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US in the news: MAI Capital Management buys Cleveland wealth firm
A round-up of people moves and M&A deals across North America
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Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
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PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
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Aussie advice firms merge
Deal could take up to a year to complete
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Advice consolidator receives £5.3m loan for IFA acquisition spree
Funds give the company the ‘financial firepower to accelerate’ its plans
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Global wealth firm unveils adviser buy out programme
It targets those with mid-to-large size client books
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UK financial planning firm buys The Fry Group
Deal increases its assets under management to more than £5.5bn
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US in the news: Wealth Enhancement Group makes sixth deal of 2022
A round-up of people moves and M&A deals across North America
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UK advice firm finally sold to US fintech group
Deal was first announced in August 2021 and expected to complete within 90 days
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Assetco to buy SVM Asset Management in £10.7m deal
As it seeks to build an Edinburgh hub alongside Saracen Fund Managers and Revera Asset Management