IFA consolidator closes trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
M&A
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Evelyn Partners acquires investment management firm
Deal brings in £90m in assets under advice
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SJP partner firm buys Scottish financial planner
It hopes to complete a ‘series of deals’ in the coming months
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Acquisition lifts Clifton Asset Management’s AUM to £970m
Its second M&A deal this year added £130m
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Fairstone enters Irish advice market
It is the group’s fifth acquisition of the year
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Titan Wealth acquires Yorkshire IFA firm
Its fourth M&A deal of 2022 having bought two DFMs and a wealth solutions provider
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Swirling sale rumours ratchet Parmenion’s value up fourfold
Preservation Capital Partners and Assetco acquired the business just 18 months ago for £102m
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Parmenion swoops on £1.9bn Midlands DFM
Deal forms part of adviser platform’s ‘ambitious growth strategy’
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Wealth firm set up by ex-Quilter duo inks second deal
Solomon acquired Beaufort Financial and You Asset Management in June
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Advice consolidator acquires Yorkshire-based firm
It now has £7.7bn in assets under influence
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Wealth manager splashes PE cash to buy two advice firms
Taking total assets under advice to more than £1bn
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Private equity-backed wealth manager Skerritts buys advice firm
Adding £330m to AUM with more deals set to complete later this year
