M&A Deal Summary

Skerritts Acquires Black Swan Financial Planning

On July 11, 2024, Skerritts acquired business services company Black Swan Financial Planning

Acquisition Highlights
  • This is Skerritts’ 2nd transaction in the Business Services sector.
  • This is Skerritts’ 3rd transaction in the United Kingdom.

M&A Deal Summary
Date 2024-07-11
Target Black Swan Financial Planning
Sector Business Services
Buyer(s) Skerritts
Deal Type Add-on Acquisition

Target

Black Swan Financial Planning

London, United Kingdom
Black Swan Financial Planning is an independent financial adviser firm that offers financial planning services. Black Swan Financial Planning was formed in 2000 and is based in London.

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Buyer(S) 1

Buyer

Skerritts

Hove, United Kingdom
Category Company
Founded 1990
Sector Financial Services
DESCRIPTION

Skerritts provides financial planning and investment management services and currently looks after c.4k private clients as well as corporates. Skerritts was founded in 1990 and is based in Hove, United Kingdom.

DEAL STATS #
Overall 3 of 3
Sector (Business Services) 2 of 2
Type (Add-on Acquisition) 3 of 3
Country (United Kingdom) 3 of 3
Year (2024) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-11 KMG

Smallfield, United Kingdom

KMG is a financial advisory firm that offers independent planning services to both personal and corporate clients. KMG is based in Smallfield, United Kingdom.

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