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  5. Skerritts Acquires Ellis Bates

M&A Deal Summary

Skerritts Acquires Ellis Bates

On September 17, 2024, Skerritts acquired business services company Ellis Bates

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

M&A Deal Summary
Date 2024-09-17
Target Ellis Bates
Sector Business Services
Buyer(s) Skerritts
Deal Type Add-on Acquisition

Target

Ellis Bates

Harrogate, United Kingdom
Ellis Bates is an independent financial adviser focused on helping businesses and individuals achieve their financial goals. It offers workplace pensions and group pension schemes, executive pension schemes, personal and business tax planning for owners/directors and high earners, allowance maximization, self-invested personal pension schemes (sipp), small self-administered pension schemes (sass), buying commercial property via pensions, group insurance schemes including shareholder and key person protection, and retirement planning. Ellis Bates is based in Harrogate, United Kingdom.

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Buyer(S) 1

Buyer

Skerritts

Hove, United Kingdom
Category Company
Founded 1990
Sector Financial Services
DESCRIPTION

Skerritts provides financial planning and investment management services and currently looks after c.4k private clients as well as corporates. Skerritts was founded in 1990 and is based in Hove, 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: 2024 M&A 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-11 Black Swan Financial Planning

London, United Kingdom

Black Swan Financial Planning is an independent financial adviser firm that offers financial planning services. Black Swan Financial Planning was formed in 2000 and is based in London.

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