M&A Deal Summary

Kingswood Holdings Acquires Chalice Wealth Partners

On December 20, 2019, Kingswood Holdings acquired financial services company Chalice Wealth Partners for 4M USD

Acquisition Highlights
  • This is Kingswood Holdings’ 3rd transaction in the Financial Services sector.
  • This is Kingswood Holdings’ largest (disclosed) transaction.
  • This is Kingswood Holdings’ 1st transaction in the United States.
  • This is Kingswood Holdings’ 1st transaction in California.

M&A Deal Summary
Date 2019-12-20
Target Chalice Wealth Partners
Sector Financial Services
Buyer(s) Kingswood Holdings
Deal Type Add-on Acquisition
Deal Value 4M USD

Target

Chalice Wealth Partners

San Diego, California, United States
Chalice Wealth Partners LLC is an exclusive member-benefit organization dedicated to empowering today's small to a mid-sized advisor. Through the digital marketplace Chalice Advisor Exchange the company provides access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Its community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.

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Buyer(S) 1

Buyer

Kingswood Holdings

London, United Kingdom
Category Company
Founded 1997
Sector Financial Services
Employees367
Revenue 142M GBP (2022)
DESCRIPTION

Kingswood Holdings is an international wealth manager offering bespoke wealth planning and investment management solutions to over 16,000 clients. Kingswood empowers its advisers to provide high-quality financial advice to their clients in a suitable and sustainable manner through the provision of best-in-class technology, a wide range of central support functions and a broad and diverse discretionary investment management offering. Kingswood Holdings was founded in 1997 and is based in London, United Kingdom.

DEAL STATS #
Overall 3 of 3
Sector (Financial Services) 3 of 3
Type (Add-on Acquisition) 3 of 3
State (California) 1 of 1
Country (United States) 1 of 1
Year (2019) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-11-14 P&C Global Wealth Managers SA

Switzerland

P&C Global Wealth Managers SA is a Swiss company which was founded over 10 years ago by Iain Little and Bruce Albrecht, in order to provide a range of high quality financial and related services to international clients. P&C currently has approximately £92 million of discretionary funds under management.

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