M&A Deal Summary

Brook Financial Services Acquires Fluent Money

On July 12, 2022, Brook Financial Services acquired financial services company Fluent Money from Beech Tree Private Equity for 73M GBP

Acquisition Highlights
  • This is Brook Financial Services’ 1st transaction in the Financial Services sector.
  • This is Brook Financial Services’ 0th largest (disclosed) transaction.
  • This is Brook Financial Services’ 1st transaction in the United Kingdom.

M&A Deal Summary
Date 2022-07-12
Target Fluent Money
Sector Financial Services
Buyer(s) Brook Financial Services
Sellers(s) Beech Tree Private Equity
Deal Type Add-on Acquisition
Deal Value 73M GBP

Target

Fluent Money

Horwich, United Kingdom
website
Fluent Money is an online finance broker in the UK. From its origins specialising in secured loans, Fluent has now expanded its offering to include mortgages, equity release, bridging loans and insurance to become one of the fastest growing finance brokers in the UK. Fluent Money is based in Horwich, United Kingdom.

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Buyer(S) 1

Buyer

Brook Financial Services

Derby, United Kingdom

website

Category Company
Founded 1997
Sector Business Services
Revenue 2M GBP (2016)
DESCRIPTION

Mortgage Advice Bureau is a major mortgage network as well as the most recognised intermediary consumer brand, winning over 70 national awards for the quality of its advice and service during the last five years. With over 950 advisers across the UK, company offer expert mortgage advice on a local, regional and national level to UK consumers, both face to face and over the phone.

DEAL STATS #
Overall 1 of 1
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
Country (United Kingdom) 1 of 1
Year (2022) 1 of 1

Seller(S) 1

SELLER

Beech Tree Private Equity

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2014
Size Small
Type Sector Agnostic
DESCRIPTION

Beech Tree is a private equity firm focused on investing in and partnering with mid-sized businesses in the support services, technology, consumer, financial services, and healthcare sectors. The Firm will consider opportunities throughout the UK and looks to commit £10 to £30 million per transaction. Prospective transaction situations include owners looking to exit, management buyouts, and acquisition/expansion financings. Beech Tree was established in 2014 and is headquartered in Wilmslow, England.

DEAL STATS #
Overall 4 of 4
Sector (Financial Services) 1 of 1
Type (Add-on Acquisition) 1 of 1
Country (United Kingdom) 4 of 4
Year (2022) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-20 BCN Group

Manchester, United Kingdom

BCN Group is a provider of on-premise, hybrid, and cloud hosting solutions, cloud migration services, application support, voice solutions, data management, hardware sales, and maintenance services to hundreds of customers across the country. BCN Group was formed in 2009 and is based in Manchester, United Kingdom.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-03-27 Obsequio Group

Leicester, United Kingdom

Obsequio Group provides a range of technology driven compliance solutions that ensure the environments where people spend their time, whether to live in, learn in or work in, are completely safe. Obsequio Group is based in Leicester, United Kingdom.

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