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M&A

Kingswood board changes as PE takeover proceeds

Companies

Kingswood board changes as PE takeover proceeds

Pollen Street Capital subsidiary HSQ moves forwards with purchase

clock 14 March 2025 • 1 min read
Deal Dive: Advice M&A off to hotter start in 2025

Your Business

Deal Dive: Advice M&A off to hotter start in 2025

Your regular IFA M&A round-up

clock 06 March 2025 • 4 min read
Close Brothers Asset Management sale to Oaktree completes

Companies

Close Brothers Asset Management sale to Oaktree completes

To trade as CBAM with name change expected 'in due course'

clock 03 March 2025 • 1 min read
Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Companies

Brooks Macdonald completes £51m international sale to Canaccord Genuity Wealth

Deal first announced last September

clock 24 February 2025 • 1 min read
Saltus buys Lowes Financial Management

Your Business

Saltus buys Lowes Financial Management

‘Greater negotiation clout’ and tech investment cited as deal drivers

clock 17 February 2025 • 2 min read
M&A process a 'disturbing event' for IFAs

Your profession

M&A process a 'disturbing event' for IFAs

‘Acquisitions have emotional toll on everyone involved'

clock 10 February 2025 • 6 min read
Brooks Macdonald completes Lift buy

Your Business

Brooks Macdonald completes Lift buy

Lift founder Holden to lead financial planning business

clock 03 February 2025 • 2 min read
Editor's view: AI reward outweighs the risk for savvy financial advisers

Your Business

Editor's view: AI reward outweighs the risk for savvy financial advisers

The editor's Friday Night Takeaway from 31January

clock 31 January 2025 • 5 min read
M&A support service targets wealth management sector

Your profession

M&A support service targets wealth management sector

The Flower Group to cut acquisition timelines by six weeks

clock 24 January 2025 • 1 min read
Wealth managers drive record M&A surge as UK deals climb 26% in 2024

Your profession

Wealth managers drive record M&A surge as UK deals climb 26% in 2024

UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024

clock 09 January 2025 • 1 min read
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