48
Total deals
$2.0B
Total value
$2.0B
Avg deal
$2.0B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Prosperity Wealth
Prosperity Wealth provides financial planning, wealth management, and advisory s…
|
2026-03-11 | Acquisition | Pending | $2.0B | Deal → |
| 2 |
Imagine Financial Planning
Imagine Financial Planning is an investment banking organization that provides f…
|
2025-01-27 | Acquisition | Complete | — | Deal → |
| 3 |
Forbes Lawson
Forbes Lawson is an advisory firm that specializes in lifestyle financial planni…
|
2024-10-21 | Acquisition | Complete | — | Deal → |
| 4 |
Grayside
Grayside is a financial planning firm that offers asset management, wealth manag…
|
2024-08-22 | Acquisition | Complete | — | Deal → |
| 5 |
Executive Wealth Management
Executive Wealth Management is a provider of financial advice to private clients…
|
2024-08-22 | Acquisition | Complete | — | Deal → |
| 6 |
Bellegrove
Bellegrove is an insurance company that offers personal and commercial insurance…
|
2024-01-02 | Acquisition | Complete | — | Deal → |
| 7 |
Next Home
Next Home Estate and Letting Agents specialist in homes, houses and properties f…
|
2024-01-02 | Acquisition | Complete | — | Deal → |
| 8 |
Pax Financial Planning
Pax Financial Planning is a financial brokerage specializing in wealth managemen…
|
2022-09-12 | Acquisition | Complete | — | Deal → |
| 9 |
F
Financial Concepts
Financial Concepts is a wealth management business.
|
2022-05-05 | Acquisition | Complete | — | Deal → |
| 10 |
Utopia Financial Planning
Utopia Financial Planning is a whole-of-market advice firm specialising in advic…
|
2021-07-07 | Acquisition | Complete | — | Deal → |
| 11 |
ASM Financial Planning
ASM Financial Planning provides pension, protection, and investment advice to hi…
|
2021-07-01 | Acquisition | Complete | — | Deal → |
| 12 |
James Ryan Thornhill
James Ryan Thornhill offers independent advice on all financial matters, includi…
|
2021-06-24 | Acquisition | Complete | — | Deal → |
| 13 |
Sterling Asset Management
Sterling Asset Management is a firm of independent financial advisers specializi…
|
2021-05-27 | Acquisition | Complete | — | Deal → |
| 14 |
F
Findlay & Company Financial Services
Findlay & Company Financial Services is a whole-of-market advice firm specializi…
|
2021-04-22 | Acquisition | Complete | — | Deal → |
| 15 |
Chartermarque
Chartermarque is a provider of financial planning and pension services.
|
2021-03-29 | Lbo | Complete | — | Deal → |
| 16 |
H
Hammett and Petch Financial Planning
Hammett & Petch Financial Planning is a provider of pension and wealth managemen…
|
2021-01-18 | Acquisition | Complete | — | Deal → |
| 17 |
Sovereign Wealth Management
Sovereign Wealth Management is a provider of financial advisory and investment s…
|
2020-12-22 | Acquisition | Complete | — | Deal → |
| 18 |
Sabre Financial
Sabre Financial offers expert, impartial advice for all your financial concerns.
|
2020-12-09 | Acquisition | Complete | — | Deal → |
| 19 |
Cube Financial Planning
Cube Financial Planning is an award-winning, fee-based, whole of market, indepen…
|
2020-11-17 | Acquisition | Complete | — | Deal → |
| 20 |
Andrew Cohen Associates
Andrew Cohen Associates specializes in advice and management of investment and r…
|
2020-10-27 | Acquisition | Complete | — | Deal → |
| 21 |
Chiltern House
Chiltern House focuses on the management of investment and retirement portfolios…
|
2020-08-05 | Acquisition | Complete | — | Deal → |
| 22 |
MT Financial Management
MT Financial Management is a Provider of financial management services.
|
2020-06-17 | Acquisition | Complete | — | Deal → |
| 23 |
Brantwood Financial Planning
Brantwood Financial Planning is one of the leading Independent Financial Adviser…
|
2020-05-06 | Acquisition | Complete | — | Deal → |
| 24 |
A
Advanced Financial Planning
Advanced Financial Planning is a provider of financial planning and investment a…
|
2020-05-06 | Acquisition | Complete | — | Deal → |
| 25 |
East Devon Associates
East Devon Associates offer professional independent financial advice to private…
|
2020-04-24 | Acquisition | Complete | — | Deal → |
| 26 |
Goodman Chartered Financial Planners
Goodman Chartered Financial Planners focuses on financial advising for retiremen…
|
2020-04-23 | Acquisition | Complete | — | Deal → |
| 27 |
W
Wagstaffs Wealth Management
Wagstaffs Wealth Management is an Independent Financial Adviser to serve the cli…
|
2020-01-28 | Acquisition | Complete | — | Deal → |
| 28 |
Hamlyn Financial Services
Hamlyn Financial Services is a financial services company.
|
2020-01-28 | Acquisition | Complete | — | Deal → |
| 29 |
South West Financial Planning
South West Financial Planning provides mortgages, life assurance, health insuran…
|
2019-06-04 | Acquisition | Complete | — | Deal → |
| 30 |
Bankfield Financial Advisers
Bankfield Financial Advisers specializes in providing professional and client-fo…
|
2019-06-04 | Acquisition | Complete | — | Deal → |
| 31 |
P
Pension and Wealth Management Services
Pension and Wealth Management Services specializes in the management of investme…
|
2019-02-27 | Acquisition | Complete | — | Deal → |
| 32 |
Belasis IFA
Belasis IFA provides specialized, personal, and comprehensive advice for all of …
|
2018-12-19 | Acquisition | Complete | — | Deal → |
| 33 |
RGA IFA Ltd.
RGA IFA provides financial advisory services in the United Kingdom.
|
2018-07-01 | Acquisition | Complete | — | Deal → |
| 34 |
Premier Portfolio Financial Services
Premier Portfolio Financial Services is a firm of independent financial advisers…
|
2018-05-08 | Acquisition | Complete | — | Deal → |
| 35 |
S
Sims Financial Planning
Sims Financial Planning is provider of financial planning services.
|
2018-04-25 | Acquisition | Complete | — | Deal → |
| 36 |
Zimb Johnson Bespoke Financial Planning
Zimb Johnson Bespoke Financial Planning is provides a financial advisory service…
|
2018-03-06 | Acquisition | Complete | — | Deal → |
| 37 |
Professional Partners
Professional Partners offers a full range of personal and corporate financial ad…
|
2017-12-06 | Acquisition | Complete | — | Deal → |
| 38 |
Hase Osborne Asset Management
Hase Osborne Asset Management is a provider of asset management, wealth manageme…
|
2017-10-25 | Acquisition | Complete | — | Deal → |
| 39 |
Octagon Wealth Management
Octagon is a firm of Independent Financial Advisers.
|
2017-07-04 | Acquisition | Complete | — | Deal → |
| 40 |
U
UskVale Financial Planning
UskVale is a firm of Independent Financial Advisers.
|
2017-07-04 | Acquisition | Complete | — | Deal → |
| 41 |
D
DHD Wealth Management
DHD Wealth Management is a firm of independent financial advisers.
|
2017-05-08 | Acquisition | Complete | — | Deal → |
| 42 |
Mortgage Find
Mortgage Find is a Provider of professional mortgage and general protection advi…
|
2017-03-22 | Acquisition | Complete | — | Deal → |
| 43 |
P
Pensions & Wealth Management Services
Pensions & Wealth Management Services specializes in the management of investmen…
|
2017-03-21 | Acquisition | Complete | — | Deal → |
| 44 |
Campbell Harrison
Campbell Harrison provides retirement planning, investment strategist and financ…
|
2017-03-21 | Acquisition | Complete | — | Deal → |
| 45 |
McParland and Partners
McParland and Partners provide high quality independent financial planning and i…
|
2017-03-02 | Acquisition | Complete | — | Deal → |
| 46 |
Lofthouse Gate
Lofthouse Gate offers advice across the financial planning spectrum.
|
2017-01-23 | Acquisition | Complete | — | Deal → |
| 47 |
H
Howton Financial Services
Howton Financial Services specializes in holistic financial planning for individ…
|
2016-12-13 | Acquisition | Complete | — | Deal → |
| 48 |
A
Angela Murfitt Financial
Angela Murfitt Financial specializes in investment, pensions, and inheritance ta…
|
2016-11-07 | Acquisition | Complete | — | Deal → |