M&A Deals
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
Advice consolidator receives £5.3m loan for IFA acquisition spree
Funds give the company the ‘financial firepower to accelerate’ its plans
Global wealth firm unveils adviser buy out programme
It targets those with mid-to-large size client books