Succession - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Succession M&A Summary

Succession has acquired 4 companies of its own.

Succession’s largest acquisition to date was in 2016, when it acquired Caledonia Financial Planning for $4M. The Company’s most targeted sectors include business services (50%) and financial services (50%).

Succession Ownership

Who owns Succession?

Succession is owned by Aviva. It was acquired on March 2, 2022.

Was Succession formerly PE-backed?

Yes. Succession was formerly owned by 1 private investor.

Succession Business Overview

Where is Succession headquartered?

Succession is headquartered in Birmingham, United Kingdom.

What sector is Succession in?

Succession is a financial services company.

When was Succession founded?

Succession was founded in 2009.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 2
  • Total Countries Invested 1

Succession

Succession Advisory Services Ltd.

60 Church Street,
Birmingham, B3 2DJ
United Kingdom,
+44 1752 762140
www.successionadvisoryservices.com

Succession is an independent wealth management business that provides wealth management and financial planning services to individual and corporate clients. The company also operates its own open-architecture platform, allowing a fully integrated wealth management process. Succession was founded in 2009 and is based in Birmingham, United Kingdom.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 4 - - - - - 4
vol $4M $4M
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Clay Rogers & Partners Ltd. 2016-12-20 - Add-on Acquisition
Birmingham, United Kingdom · www.clayrogers.com
Caledonia Financial Planning Ltd. 2016-08-25 4M GBP Add-on Acquisition
Hamilton, United Kingdom
Highcliffe Financial Management Ltd. 2015-08-25 - Add-on Acquisition
Lymington, United Kingdom · www.highcliffegroup.co.uk
Highgrove Financial Planning Ltd. 2015-08-25 - Add-on Acquisition
Tenbury Wells, United Kingdom · www.highgrovefp.co.uk
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (50%) 4M (100%) - -
Financial Services 2 (50%) - - -
Total 4 $4M - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 4 4M - -
Total 4 $4M - -

Deal Values

buy # Total
< $100M 1 $4M
TOTAL $4M
Largest Caledonia Financial Planning Ltd.
$4M (2016-08-25)

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