M&A NEWS

Our M&A News page brings you timely updates on key transactions, market trends, and regulatory changes impacting the profession.

Our M&A News page brings you timely updates on key transactions, market trends, and regulatory changes impacting the industry. We want to provide insights that help you stay ahead of the curve and informed in the fast-evolving UK financial planning M&A environment. Explore our expert analysis and stay connected to the strategies and shifts shaping the future of mergers and acquisitions.

Amber River Seals £275m Refinancing to Cultivate Growth and Drive Market Impact

Söderberg & Partners Adds £3.5bn AUM Through Strategic Investments in Three UK Firms

Skerritts Rebrands as Shackleton: Aiming to be Britain’s Most Trusted Financial Adviser

BlackRock Poised for $12bn Deal to Acquire HPS

MKC Wealth Strengthens Manchester Presence with Two Key Acquisitions

Margetts Wealth Completes Management Buy-In, Retains Independence and Eyes Growth

Progeny’s Adviser Acquisition Spree Hits £237m with New Funding

The Penny Group Enhances Presence with Whiting Financial Acquisition

Succession Wealth Bridges New Opportunities with True Wealth Group Acquisition into Northern Ireland

Advanta Expands Southwest Reach, Acquiring City Financial Planning and £800M in AUM

ASHL Sells LYNC Wealth Management to 7IM Affiliate

One Four Nine Group Expands Midlands Presence with Castlegate Capital Acquisition

Perspective Financial Group Completes Nine IFA Acquisitions Ahead of CGT Increase

Brooks Macdonald Seals Third Acquisition in Three Months, Adding £170m in AUM

Mattioli Woods Expands Northwest Presence with £1bn Cullen Wealth Acquisition

7IM Strengthens Investment Offering with Strategic Acquisition of Rockhold Asset Management

Foster Denovo Boosts UK Presence with Acquisition of 80Twenty

CBPE Capital Acquires Majority Stake in Clifton Asset Management to Fuel M&A Strategy

Bain Capital’s £40M Stake Set to Drive Transformation at Openwork

Gallagher Acquires Redington, Broadening Wealth Advisory Services

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