Deal Dive: PE-backed firms drive M&A boom in March

Your regular IFA M&A round-up

Professional Adviser
clock • 3 min read

Welcome to the March edition of PA’s Deal Dive, your monthly advice merger and acquisition (M&A) round-up. We dig into deal trends and drivers in this regular series.

It's been a March bonanza for deals, smashing past last year's figures. In total, 13 deals were announced or confirmed last month, up on four logged by PA for the same period last year. Deal count was buoyed by Clifton Wealth Partnership's spree, which saw it snap up seven advice businesses of different sizes across the country and came as CBPE completed its investment in Clifton Asset Management, first announced last October. Who's buying? Private equity-backed businesses dominated deals in March. Among them, Shackleton, Finli, Wren Sterling and Clifton Wealth Partnership. Partners...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Marketing no longer a 'nice to have' for advice firms

Marketing no longer a 'nice to have' for advice firms

Client comms crucial in the Consumer Duty era

Isabel Baxter
clock 24 April 2026 • 1 min read
'Light at the end of the tunnel': Second career advisers lower average age

'Light at the end of the tunnel': Second career advisers lower average age

Keith Richards spoke at PA360 on 23 April

Jenna Brown
clock 24 April 2026 • 2 min read
Understanding the sale process and what matters to secure a good outcome

Understanding the sale process and what matters to secure a good outcome

Due diligence is often the most stressful part of the sale process

Roderic Rennison
clock 22 April 2026 • 4 min read