M&A Deals
Two new deal makers join Continuum Advisory Partners’ M&A team
Continuum was exclusive adviser to Titan Wealth on its investment from US private equity firm Parthenon Capital
Consolidator Verso Group completes integration amid £5bn AUM plan
One of the project’s major achievements was the launch of a ‘new, enhanced investment offering’
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice
Cazenove Capital acquires wealth manager Whitley Asset Management
Whitely AM manages assets of circa £1.5bn on behalf of ultra-high-net worth entrepreneurs and charity clients