M&A Deal Summary

Pivotal Growth Acquires Charleston Financial

On July 29, 2024, Pivotal Growth acquired financial services company Charleston Financial

Acquisition Highlights
  • This is Pivotal Growth’s 2nd transaction in the Financial Services sector.
  • This is Pivotal Growth’s 2nd transaction in the United Kingdom.

M&A Deal Summary

Date 2024-07-29
Target Charleston Financial
Sector Financial Services
Buyer(s) Pivotal Growth
Deal Type Add-on Acquisition

Target

Charleston Financial

London, United Kingdom
Charleston Financial is a mortgage and protection broker specializing in the commercial, bridging, buy-to-let and HMO sectors. Charleston was established in 2009 and is based in London, United Kingdom.

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Buyer(S) 1

Buyer

Pivotal Growth

London, United Kingdom

Category Company
Founded 2021
Sector Financial Services
DESCRIPTION

Pivotal Growth has built an ecosystem of brokers who work in the prime residential mortgage markets, as well as specialist brokers who operate in niche markets such as second charge, commercial, bridging, buy-to-let and non-conforming markets. Pivotal’s centralised infrastructure for IT, payroll, finance, and telephony platforms enables us to support economies of scale across brands. Pivotal Growth was founded in 2021 and is based in London, United Kingdom.


DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 2 of 2
Type: Add-on Acquisition M&A Deals 2 of 2
Country: United Kingdom M&A 2 of 2
Year: 2024 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-11 Morrison Ward Associates

London, United Kingdom

Morrison Ward Associates is a financial services company specialize in mortgages, home insurance, mortgage protection, and general insurance products. Morrison Ward Associates was founded in 2006 and is based in London, United Kingdom.

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