M&A Deals
Global equity boutique Goshawk AM acquires Vermeer IM
The Vermeer Global Fund was launched in December 2016 and domiciled in Dublin
Milecross Financial ‘returns to roots’ with Northern Ireland advice firm acquisition
The deal adds 8,000 clients, a team of 18, and around £130m of assets to Milecross
Investment | 19 Sep 24
Close Brothers to sell wealth management arm to Oaktree CM for £200m
The sale is expected to complete in early 2025 calendar year
Skerritts adds £1bn AUM with purchase of Ellis Bates Financial Advisers
Since Sovereign’s investment in 2021, Skerritts has made 14 acquisitions
Financial planning | 17 Sep 24
Brooks Macdonald to acquire Lucas Fettes Financial Planning
Lucas Fettes has c.£890m assets under advice spread across 1,600 personal clients