M&A Deals
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
Over 40% of entrepreneurs cite health, family needs as key for exiting
Financial advisers were ranked the joint-most valuable source of support when navigating a business exit
336 Financial Management joins Fairstone ‘downstream’ buy-out programme
The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months
IQ-EQ acquires France and Lux-based regulatory compliance firm
From today, Agama will go to market as ‘Agama IQ-EQ’ prior to a full rebrand
Brooks Macdonald completes acquisition of LIFT-Financial Group
The deal brings an additional c.£1.6bn assets under advice