M&A Deal Summary

AFH Financial Group Acquires Core Financial Services

On November 1, 2018, AFH Financial Group acquired financial services company Core Financial Services for 8M GBP

Acquisition Highlights
  • This is AFH Financial Group’s 21st transaction in the Financial Services sector.
  • This is AFH Financial Group’s largest (disclosed) transaction.
  • This is AFH Financial Group’s 29th transaction in the United Kingdom.

M&A Deal Summary
Date 2018-11-01
Target Core Financial Services
Sector Financial Services
Buyer(s) AFH Financial Group
Deal Type Add-on Acquisition
Deal Value 8M GBP

Target

Core Financial Services

Maidstone, United Kingdom
Core Financial Services Ltd. is a provider of professional and independent financial advice Countrywide. Core Financial Services Ltd. was founded in 2004 and is based in Maidstone, United Kingdom.

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Buyer(S) 1

Buyer

AFH Financial Group

Bromsgrove, United Kingdom
Category Company
Founded 1990
Sector Financial Services
Employees400
Revenue 74M GBP (2019)
DESCRIPTION

AFH Financial Group is a financial advisory and wealth management company that offers wealth management and financial planning services. AFH Financial Group was founded in 1990 and is based in Bromsgrove, the United Kingdom.

DEAL STATS #
Overall 29 of 40
Sector (Financial Services) 21 of 32
Type (Add-on Acquisition) 29 of 40
Country (United Kingdom) 29 of 40
Year (2018) 2 of 4
Size (of disclosed) 1 of 14
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-08 Monopoly Financial Consultants

Bushey, United Kingdom

Monopoly Financial Consultants is an Independent Financial Adviser and provide financial planning led wealth management advice and services to the mass affluent and high net worth private client market in the UK

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-11-02 Premier Wealth Management Harrogate

York, United Kingdom

Premier Wealth Management Harrogate Ltd. is an independent financial advisors that offers you to reach your financial goals. Premier Wealth Management Harrogate Ltd. is based in York, United Kingdom.

Buy £5M
Mergr

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