M&A Deals
Financial planning M&A broker rebrands
As it looks to ‘demystify’ the merger and acquisition process in the advice market
Global PE firm buys European life insurer
Several months after it raised £1.3bn to fund its wealth expansion plans
PE-backed wealth company acquires UK advice firm
Following the purchase of Beaufort Financial and You Asset Management in June 2022
IFA group completes fourth deal of 2022
It is the firm’s seventh acquisition since it received private equity backing
Global asset manager buys Swiss wealth business
In a bid to expand its international footprint