Amber River agrees sale to Stone Point Capital
- Simon Bourke
- 5 days ago
- 3 min read
19th February 2026
Deal summary
Amber River has agreed a sale to Stone Point Capital, with the private equity firm set to become its new investment partner as the group moves into what it describes as its next phase of growth. The transaction was announced on 19 February 2026 and is expected to complete in summer 2026, subject to customary regulatory approvals and closing conditions. Financial terms have not been disclosed. Existing backer Penta Capital will retain a stake and remain involved as a “key investor”.
Who is Stone Point Capital?
Stone Point Capital LLC is a private equity firm with over $70 billion of assets under management. The firm is based in Connecticut, with additional offices in New York and Florida. Stone Point invests mostly in financial services and related industries, with a particular focus on wealth management, insurance, and financial technology businesses.
Who is Amber River?
Amber River was founded in 2019 as Socium Group by Mary-Anne McIntyre, former CEO of Openwork, alongside senior figures from Quilter Cheviot and Intrinsic. Backed from the outset by Penta Capital, which committed over £160m in initial funding to pursue a buy-and-build strategy, the firm has grown through serial acquisition into one of the larger independent advice consolidators in the UK. It now manages £13.6 billion in AUMA across a network of more than 330 financial planners, advisers, and investment professionals. Operating through 13 regional wealth centres, it serves approximately 80,000 clients across the UK.
Why is Amber River selling to Stone Point Capital?
This transaction sits squarely within the ongoing appetite from large, specialist private equity for scaled UK advice platforms that have already proved they can integrate firms and keep growing. In Amber River’s announcement, Stone Point frames the attraction in terms of purpose, culture and enabling advisers to deliver long-term value.
It also comes against a backdrop of other large wealth transactions announced this month, including NatWest’s agreed £2.7bn acquisition of Evelyn Partners (also expected to close in summer 2026). The common thread is competition for established, scaled platforms.
What happens next?
The parties expect the transaction to close in summer 2026, subject to customary regulatory approvals and other closing conditions. Penta Capital will retain a stake and remain involved as a “key investor”. Amber River’s announcement positions Stone Point’s role as providing capital and strategic support for the next phase, and references the group’s client proposition under the “Life Landscaping” brand. No specific operational or structural changes have been set out in the announcement.
Stone Point Capital's other acquisitions
Kestra Holdings - February 2025
Kestra announced a recapitalisation with Stone Point in October 2024, with completion announced in February 2025. Kestra is a US wealth management platform supporting independent advisers.
OneDigital - September 2025
Stone Point and CPP Investments announced a strategic majority investment, acquiring a stake from existing shareholders.
Ultimus Fund Solutions - July 2025
GTCR and Stone Point announced completion of their joint acquisition of Ultimus, a fund administration services provider.
Considering your next chapter?
At Chapters Capital, we specialise in financial planning and wealth management M&A.
Whether you are considering a sale, merger, or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
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