Harwood Wealth Management Group - M&A Summary and Business Overview

Business ServicesCompany

Harwood Wealth Management Group M&A Summary

Harwood Wealth Management Group has acquired 2 companies.

Harwood Wealth Management Group’s largest acquisition to date was in 2018, when it acquired Ae Financial Services for $7M. The Company’s most targeted sectors include business services (100%).

Harwood Wealth Management Group Business Overview

Where is Harwood Wealth Management Group headquartered?

Harwood Wealth Management Group is headquartered in Hampshire, United Kingdom.

What sector is Harwood Wealth Management Group in?

Harwood Wealth Management Group is a business services company.

When was Harwood Wealth Management Group founded?

Harwood Wealth Management Group was founded in 2001.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Harwood Wealth Management Group Plc

5 Lancer House Hussar Court Westside View Waterlooville,
Hampshire, PO7 7SE
United Kingdom,
+02393 552004
www.harwoodwealth.co.uk

Harwood Wealth Management Group Plc is a financial planning and discretionary wealth management firm. The Group is based in Waterlooville, Hampshire and currently has more than 80 financial advisers who provide financial planning and wealth management advice to retail investment clients, as well as to a number of companies. Harwood Wealth Management currently has in excess of £3bn of assets under Influence. Through its Financial Advisers the Group offers a broad range of wealth management and financial planning services to its clients, including but not limited to: investment management; pension and retirement planning; tax and inheritance planning; life cover and family protection; and mortgages.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
vol $13M $13M
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Ae Financial Services Ltd. 2018-03-19 7M GBP Divestiture
Southampton, United Kingdom · www.aefinancialservices.co.uk
Network Direct Ltd. 2016-08-30 6M GBP Add-on Acquisition
Staffordshire, United Kingdom · www.networkdirectuk.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (100%) 13M (100%) - -
Total 2 $13M - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 2 13M - -
Total 2 $13M - -

Deal Values

buy # Total
< $100M 2 $13M
TOTAL $13M
Largest Ae Financial Services Ltd.
$7M (2018-03-19)

M&A Connections

Deals
Acquired from
Strategic(s)
50%
1 (50%)

Company Summary

SECTOR

Business Services

Established

2001

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