Sovereign Capital Partners

Shackleton secures FCA approval for Lee Equity majority investment

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Shackleton secures FCA approval for Lee Equity majority investment

Lee Equity’s investment will support the firm’s strategic priorities

clock 17 November 2025 • 2 min read
Equilibrium Financial Planning gets PE-backing from Sovereign

Companies

Equilibrium Financial Planning gets PE-backing from Sovereign

Sovereign Capital Partners acquires majority stake

clock 02 October 2025 • 2 min read
PE backer sells Shackleton to Lee Equity Partners

Companies

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

clock 17 June 2025 • 2 min read
Shackleton launches as national advice firm with four acquisitions

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Shackleton launches as national advice firm with four acquisitions

Skerritts Group rebrands to Shackleton

clock 02 December 2024 • 2 min read
PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Companies

PE-backed Skerritts acquires Kent-based IFA adding £62m in assets

Seventh deal since Sovereign Capital Partners £55m backing

clock 14 September 2023 • 1 min read
PE-backed Skerritts snaps up Horsham-based planning firm

Companies

PE-backed Skerritts snaps up Horsham-based planning firm

Second acquisition of 2023 follows January’s Equinox Wealth deal

clock 13 March 2023 • 1 min read
PE-backed Skerritts purchases Kent-based advice firm

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PE-backed Skerritts purchases Kent-based advice firm

‘As part of our strategic plans to increase our presence in the South East’

clock 05 January 2023 • 2 min read
PE-backed Skerritts buys Hampshire-based IFA

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PE-backed Skerritts buys Hampshire-based IFA

Seventh deal since PE funding

clock 06 September 2022 • 2 min read
PE-backed Skerritts buys Bradbury Hamilton

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PE-backed Skerritts buys Bradbury Hamilton

City-based Chartered IFA Firm

clock 16 August 2022 • 1 min read
Private equity-backed Skerritts completes two acquisitions

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Private equity-backed Skerritts completes two acquisitions

Adding £150m to AUM

clock 26 April 2022 • 1 min read