Succession Overview

Financial ServicesCompany

Was Succession formerly PE-backed?

Yes. Succession was formerly owned by 1 private investor.

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.

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 ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 4 - - - - - 4
vol $4M $4M
Sell (0.0/yr) # - - - - - - 0
  4

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