9
Total deals
$94.6M
Total value
$31.5M
Avg deal
$50.1M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Clay Shaw Thomas Wealth Management
Clay Shaw Thomas Wealth Management is a financial planning firm that offers tax …
|
2024-11-05 | Acquisition | Complete | — | Deal → |
| 2 |
LIFT-Financial Group
LIFT-Financial Group is a financial company that provides financial planning, mo…
|
2024-10-08 | Acquisition | Complete | — | Deal → |
| 3 |
LIFT-Invest PLC
LIFT-Invest plc is a discretionary management firm from the team behind LIFT-Fin…
|
2024-10-08 | Acquisition | Complete | — | Deal → |
| 4 |
Lucas Fettes Financial Planning
Lucas Fettes Financial Planning offers chartered, independent financial planners…
|
2024-09-17 | Acquisition | Complete | — | Deal → |
| 5 |
Cornelian Asset Managers
Cornelian is an independent company concentrating on investment management.
|
2019-11-22 | Acquisition | Complete | $50.1M | Deal → |
| 6 |
DPZ Capital
DPZ Capital is a specialist investment manager.
|
2014-04-14 | Acquisition | Complete | $7.9M | Deal → |
| 7 |
S
Spearpoint Ltd.
Spearpoint Ltd. is a provider of discretionary fund management with stock brokin…
|
2012-11-16 | Acquisition | Complete | $36.7M | Deal → |
| 8 |
P
Park Street London
Park Street London is a privately held company that provides investment manageme…
|
2012-07-01 | Acquisition | Complete | — | Deal → |
| 9 |
L
Lawrence House Funds
Lawrence House Funds is a real estate that provides simple and transparent prope…
|
2009-09-07 | Acquisition | Complete | — | Deal → |