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  5. Mattioli Woods Acquires Ludlow Wealth Management Group

M&A Deal Summary

Mattioli Woods Acquires Ludlow Wealth Management Group

On May 26, 2021, Mattioli Woods acquired financial services company Ludlow Wealth Management Group from Mobeus Equity Partners for 36M GBP

Acquisition Highlights
  • This is Mattioli Woods’ 1st transaction in the Financial Services sector.
  • This is Mattioli Woods’ 0th largest (disclosed) transaction.
  • This is Mattioli Woods’ 1st transaction in the United Kingdom.

M&A Deal Summary
Date 2021-05-26
Target Ludlow Wealth Management Group
Sector Financial Services
Buyer(s) Mattioli Woods
Sellers(s) Mobeus Equity Partners
Deal Type Add-on Acquisition
Deal Value 36M GBP

Target

Ludlow Wealth Management Group

Southport, United Kingdom
The Ludlow Wealth Management Group is a provider of financial planning advice to clients who collectively entrust us with more than £850 million. Ludlow Wealth Management is based in Southport, United Kingdom.

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Buyer(S) 1

Buyer

Mattioli Woods

Leicester, United Kingdom
Category Company
Founded 1991
Sector Financial Services
Employees949
Revenue 111M GBP (2023)
DESCRIPTION

Mattioli Woods is a provider of wealth management and employee benefit services. Mattioli Woods was founded in 1991 and is based in Leicester, England.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
Country: United Kingdom M&A 1 of 1
Year: 2021 M&A 1 of 1

Seller(S) 1

SELLER

Mobeus Equity Partners

London, United Kingdom

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2004
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Mobeus Equity Partners is a generalist investor in UK-based companies. Mobeus looks to invest between £2 and £20 million in a variety of transaction situations. These include MBOs, secondary buyouts, debt financings, shareholder liquidity needs, and recapitalizations. Mobeus generally targets high growth, profitable (£1 to £5 million) businesses with sustainable competitive advantages. Mobeus is based in London.

DEAL STATS #
Overall 43 of 50
Sector: Financial Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 23 of 27
Country: United Kingdom M&A 42 of 49
Year: 2021 M&A 5 of 5
Size (of disclosed) 3 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-05-25 Boundary

London, United Kingdom

Boundary is a tech-enabled provider of marketing-grade digital twins, photorealistic visualisations, and marketing suite software for the global real estate industry. Boundary was founded in 2014 and is based in London, United Kingdom.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-06-07 Orbital Internet Group

Canterbury, United Kingdom

Orbital Internet Group provides wireless, fibre and leased line connectivity, voice services and internet managed services under its Orbital Net (B2B) and Vfast (B2C) brands. Orbital Internet Group is based in Canterbury, United Kingdom.

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