Succession Advisory Services Mergers and Acquisitions Summary

Financial Services Company

Succession Advisory Services has acquired 4 companies, including 2 in the last 5 years.

Succession Advisory Services’ 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%).

Join Mergr and gain access to Succession Advisory Services’ M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

M&A Summary

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

Succession Advisory Services Ltd.

Drake Building, 15 Davy Road,
Plymouth, PL6 8BY
United Kingdom,
+01752 762 140

Succession delivers bespoke financial advice to private and corporate clients alongside operating a client asset custody platform. Simon and his highly experienced management team have created a post-RDR (Retail Distribution Review) integrated wealth management business of scale, employing over 110 people across the UK.

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 4 - - - - - 4
vol $4M $4M
Sell (0.0/yr) # - - - - - - 0

Most Recent M&A

Company Date Value Type
Clay Rogers & Partners Ltd. 2016-12-20 - Add-on Acquisition
Birmingham, United Kingdom ·
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 ·
Highgrove Financial Planning Ltd. 2015-08-25 - Add-on Acquisition
Tenbury Wells, United Kingdom ·
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
Largest Caledonia Financial Planning Ltd.
$4M (2016-08-25)

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