UK wealth firm says it’s ‘often challenging to get deals’ done
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
Companies have also entered into a 15-year bancassurance partnership
Proceeds will be used to ‘fund organic growth opportunities and further support’ its M&A strategy
Approach letter was ‘unsolicited’ and ‘non-binding’ and proposal ‘significantly undervalued’ the firm
Would-be acquirer believes shareholders ‘deserve the opportunity to decide on the merits of any offer’
A round-up of people moves and M&A deals across North America
Deal ‘will broaden’ the company’s offering to financial advisers
It plans to expand its ‘services and footprint in London and the south west’
Deal is a ‘significant milestone’ for its growth strategy
Self-proclaimed creator of ‘social investing’ to list on Nasdaq after $10.4bn merger
It ‘will allow us to continue scaling the business further through potential acquisitions’
A round-up of people moves and M&A deals across North America