Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

Isabel Baxter
clock • 2 min read

Merger and acquisition business for financial planning firm owners The Exit Partnership, consultancy firm Change Squared, and recruitment and search business AspireExec have merged to become one advice business lifecycle agency.

The three firms have become ‘Melo', a business lifecycle agency aiming to help financial planning firm owners to "build better businesses from launch to exit". The change means all businesses will come together under the Melo brand and will be led by group chief executive Victoria Hicks. Hicks said: "Our sector rightly focuses on academia, teaching advisers to advise and planners to plan, but not how to build a great business. "Time and again we see firms failing to start, grow and exit properly because they don't have the education, guidance and support they need." She continue...

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 Companies

First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read
PE backer sells Shackleton to Lee Equity Partners

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

Isabel Baxter
clock 17 June 2025 • 2 min read