Heligan Group report highlights growing role of mid-market consolidators
Total acquisition count this year hits 11
Expects to ‘double in size’ within next two years
Charlesbank Capital Partners succeeds CBPE as expansion continues
The consolidator now manages £8bn in client assets and has 140 planners
The group has snapped up Primera Wealth Management
The group now has £7bn assets under management
Latest deals add £220m in AUM and two new offices
The firm is to complete seven more deals in the coming months
Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire