To funds advised by Apax
Acquires financial planning, employee benefits and DFM businesses
Pollen Street Capital subsidiary HSQ moves forwards with purchase
To trade as CBAM with name change expected 'in due course'
Deal first announced last September
‘Greater negotiation clout’ and tech investment cited as deal drivers
‘Acquisitions have emotional toll on everyone involved'
Lift founder Holden to lead financial planning business
The editor's Friday Night Takeaway from 31January