Displaying items by tag: mergers
Brooks Macdonald snaps up £1.19bn AUM Planner firm
Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
PE £432m takeover of Mattioli Woods nears completion
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete in September following delays due to national security considerations.
Cardano acquired by US pension giant Mercer
Giant US asset manager and pension consultancy Mercer has agreed to acquire UK pensions risk and investment management firm Cardano Group, for an undisclosed sum.
£432m deal to buy Mattioli Woods nears completion
The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.
PE firm Pollen Street to buy Mattioli Woods for £432m
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
Mattioli business acquires £53m AUM adviser firm
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Pension SuperFund offer for STM Group is lowered
Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
CMA probes £242m Curtis Banks-Nucleus merger
The Competition and Markets Authority is to investigate the merger between platform Nucleus and SIPP provider Curtis Banks.
Mattioli buys Ulster SSAS adviser for £15m
SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.
Nucleus to acquire Curtis Banks for £242m in cash
Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.