Drake Building 15 Davy Road, Plymouth Science Park,
Plymouth, PL6 8BY
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.
Succession Holdings was acquired by Inflexion Private Equity Partners on January 31, 2014.
Join Mergr to view all 220 acquisitions of financial services companies in 2014, including 35 acquisitions by private equity firms, and 185 by strategics.
Out of 60 sectors in the Mergr database, financial services ranked 7 in number of deals in 2014. The largest financial services acquisition in 2014 was Friends Life Group - which was acquired by Aviva for $8.6B.
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