M&A Deals
UK financial planning company makes first acquisition
As it sets out ambitious consolidation plans
Financial advice group gets funding for acquisition war chest
It will use the money to create a ‘buy-and-build’ consolidation programme
US in the news: PE firm buys stake in Sequoia Financial
A round-up of people moves and M&A deals across North America
Stonehage Fleming snaps up South African investment firm
Company will continue to make ‘select acquisitions’ to supplement its organic growth
How advisers can unlock value in an IFA business before selling
‘A difficult recruitment market may have persuaded you to overpay staff – and that’s a problem for buyers’