M&A

Deals announced in Q2 2026

Adds £134m AUA

Moves towards Vertex Group rebrand

'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'

What should owners be thinking about when considering the sale of a financial services business?

EY analysis

Shares fell nearly 20% in a day last month

An ‘exciting step forward’ for the business

Grows headcount by around a third

Project Exit to launch 11 May