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M&A

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
Deal Dive: PE-backed firms drive M&A boom in March

Your Business

Deal Dive: PE-backed firms drive M&A boom in March

Your regular IFA M&A round-up

clock 02 April 2025 • 3 min read
Private equity cash ensures IFA M&A 'boom' continues

Your Business

Private equity cash ensures IFA M&A 'boom' continues

Deals continue despite economic and regulatory headwinds

clock 02 April 2025 • 2 min read
Evelyn Partners to complete professional services business sale today

Your Business

Evelyn Partners to complete professional services business sale today

To funds advised by Apax

clock 31 March 2025 • 2 min read
Shackleton adds £200m in assets with PK Financial Planning buy

Your profession

Shackleton adds £200m in assets with PK Financial Planning buy

Acquires financial planning, employee benefits and DFM businesses

clock 27 March 2025 • 1 min read
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
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