9
Total deals
$72.2M
Total value
$14.4M
Avg deal
$61.4M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Kingswood
Kingswood caters to wealth management, estate planning, cash flow forecasting, r…
|
2025-05-29 | Merge | Complete | — | Deal → |
| 2 |
Richings Financial Management
Richings Financial Management provides financial planning services.
|
2021-08-27 | Acquisition | Complete | $2.5M | Deal → |
| 3 |
Ludlow Wealth Management Group
Ludlow Wealth Management Group is an Independently owned financial planning busi…
|
2021-05-26 | Acquisition | Complete | $61.4M | Deal → |
| 4 |
Maven Capital Partners
Maven is a UK private equity firm supporting a range of transaction types, inclu…
|
2021-05-26 | Acquisition | Complete | — | Deal → |
| 5 |
Caledonia Asset Management
Caledonia Asset Management Ltd is an Accounting Firm that offers good value, com…
|
2021-04-19 | Acquisition | Complete | $2.2M | Deal → |
| 6 |
Montagu Financial Management
Montagu is a provider of fee-based financial planning advice and administration …
|
2021-02-03 | Acquisition | Complete | $3.1M | Deal → |
| 7 |
B
BDO North Ireland - wealth management business
BDO North Ireland - wealth management business is a provider of wealth managemen…
|
2021-01-14 | Acquisition | Complete | — | Deal → |
| 8 |
SSAS Solutions
SSAS Solutions is an independent group of dedicated Small Self-Administered Sche…
|
2019-03-28 | Acquisition | Complete | — | Deal → |
| 9 |
C
City Trustees
City Trustees Limited offers pensions consultancy services for professional advi…
|
2010-08-10 | Acquisition | Complete | $2.9M | Deal → |