M&A Deals
Accountancy firm sells IFA client book to PE-backed wealth group
As its in-house adviser retires
UK financial planning company buys IFA firm
Deal adds £150m in assets under management
IFA group inks 10th acquisition of 2022
It has its ‘biggest ever’ pipeline of M&A deals coming in the next 18 months
US in the news: Gallagher buys wealth management group
A round-up of people moves and M&A deals across North America
Perpetual rejects $1.1bn takeover offer from consortium
It is ‘committed to progressing its acquisition’ of investment advice firm Pendal Group