M&A Deal Summary

Fairstone Group Acquires Hammond McNulty Wealth Management

On October 15, 2012, Fairstone Group acquired financial services company Hammond McNulty Wealth Management

Acquisition Highlights
  • This is Fairstone Group’s 1st transaction in the Financial Services sector.
  • This is Fairstone Group’s 1st transaction in the United Kingdom.

M&A Deal Summary

Date 2012-10-15
Target Hammond McNulty Wealth Management
Sector Financial Services
Buyer(s) Fairstone Group
Deal Type Add-on Acquisition

Target

Hammond McNulty Wealth Management

Congleton, United Kingdom
Hammond McNulty Wealth Management Ltd. is a provider of professional financial advice and investment management services.

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Buyer(S) 1

Buyer

Fairstone Group

Tyne and Wear, United Kingdom

Category Company
Founded 2008
Sector Financial Services
DESCRIPTION

Fairstone Group is an independent financial adviser consolidation platform. Fairstone utilises a proprietary technology platform to streamline front and back office functions, underpinned by a robust compliance and regulatory framework. Fairstone Group was established in 2008 and is based in Tyne and Wear, United Kingdom.


DEAL STATS #
Overall 1 of 4
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 4
Country: United Kingdom M&A 1 of 4
Year: 2012 M&A 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-23 Goodman Chatered Financial Planners

Tunbridge Wells, United Kingdom

Goodman Chatered Financial Planners specialize in investments and IHT planning, with four advisers, eight support staff and 520 clients. Goodman Chatered Financial Planners is based in Tunbridge Wells, United Kingdom.

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