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  5. Fairstone Group Acquires Chiltern House

M&A Deal Summary

Fairstone Group Acquires Chiltern House

On August 6, 2020, Fairstone Group acquired business services company Chiltern House

Acquisition Highlights
  • This is Fairstone Group’s 3rd transaction in the Business Services sector.
  • This is Fairstone Group’s 4th transaction in the United Kingdom.

M&A Deal Summary
Date 2020-08-06
Target Chiltern House
Sector Business Services
Buyer(s) Fairstone Group
Deal Type Add-on Acquisition

Target

Chiltern House

Bracknell, United Kingdom
Chiltern House is a full-service wealth management house, Fairstone, bolsters its unique proprietary Downstream Buy-Out (DBO) acquisition model, which integrates IFA firms into the group, typically over a two-year period, prior to the final acquisition. It is a whole-of-market advice firm specializing in the management of investment and retirement portfolios. Chiltern House is based in Bracknell, United Kingdom.

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Buyer(S) 1

Buyer

Fairstone Group

Tyne and Wear, United Kingdom
Category Company
Founded 2008
Sector Financial Services
DESCRIPTION

Fairstone Group is an independent financial adviser consolidation platform. Fairstone utilises a proprietary technology platform to streamline front and back office functions, underpinned by a robust compliance and regulatory framework. Fairstone Group was established in 2008 and is based in Tyne and Wear, United Kingdom.

DEAL STATS #
Overall 4 of 4
Sector: Business Services M&A 3 of 3
Type: Add-on Acquisition M&A Deals 4 of 4
Country: United Kingdom M&A 4 of 4
Year: 2020 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-04-23 Goodman Chatered Financial Planners

Tunbridge Wells, United Kingdom

Goodman Chatered Financial Planners specialize in investments and IHT planning, with four advisers, eight support staff and 520 clients. Goodman Chatered Financial Planners is based in Tunbridge Wells, United Kingdom.

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