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M&A

IFA M&A activity surges in April as mid-market consolidators diversify strategies

Your profession

IFA M&A activity surges in April as mid-market consolidators diversify strategies

Heligan Group report highlights growing role of mid-market consolidators

clock 19 May 2025 • 2 min read
Asset management M&A activity fails to deliver 'meaningful profitability improvements'

Your profession

Asset management M&A activity fails to deliver 'meaningful profitability improvements'

M&A strategy not necessarily a winner

clock 06 May 2025 • 1 min read
Fidelius takes stake in HNW specialist

Your Business

Fidelius takes stake in HNW specialist

Follows February rebrand

clock 02 May 2025 • 2 min read
Fairstone refines buyout terms to focus on high-growth potential IFAs

Your profession

Fairstone refines buyout terms to focus on high-growth potential IFAs

Updated DBO model to ‘support increased valuations’

clock 30 April 2025 • 2 min read
FE Fundinfo adds to platform capabilities with Lunar AI buy

Technology

FE Fundinfo adds to platform capabilities with Lunar AI buy

AI business is FE Fundinfo’s fourth purchase in 12 months

clock 30 April 2025 • 2 min read
M&A-hungry My Pension Expert enters £25m refinancing deal

Companies

M&A-hungry My Pension Expert enters £25m refinancing deal

Follows Tenet&You buy last year

clock 29 April 2025 • 2 min read
Söderberg invests in first Scottish advice business

Your Business

Söderberg invests in first Scottish advice business

Takes minority stake in Murphy Wealth

clock 16 April 2025 • 2 min read
Corbel Partners buys seven advice businesses

Your Business

Corbel Partners buys seven advice businesses

Another five in the pipeline this year

clock 15 April 2025 • 2 min read
Finli completes five more advice acquisitions

Your Business

Finli completes five more advice acquisitions

Brings total to 47

clock 07 April 2025 • 2 min read
IFA buyout deal pace slows while transaction value increases - NextWealth

Your profession

IFA buyout deal pace slows while transaction value increases - NextWealth

More consolidation of consolidators predicted

clock 03 April 2025 • 2 min read
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