Welcome to the latest edition of PA’s Deal Dive, your quarterly advice merger and acquisition (M&A) round-up. We dig into deal trends and drivers in this regular series.
Who was buying in Q2 The quarter was defined by a broad mix of acquisitions involving both established consolidators and regional planning firms. In April, Superbia acquired Frank Corrigan & Co as it continued to expand its presence in Scotland, while Radiant added LawlerDavis to strengthen its footprint in the Midlands. Eight Financial Advice acquired fellow St James's Place practice Swann Financial in June, while The Orchard Practice strengthened its position with the purchase of Wallis Wealth. Beckett Investment Management and Baggette + Co Wealth Management were among regiona...
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