'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'
According to NextWealth’s Data Openness Report 2026
HGL Private Capital backs advice firm for undisclosed sum
Deals rose from 50 to 133 between 2020 and 2025
Deal to close in summer with Penta Capital still onboard as ‘key investor’
'Expectations generally are that there will be greater deal volume in 2026'
'People-led durability is now the premium asset in 2026'
Backing from Beechbrook Capital