M&A Deal Summary

Solomon Capital Acquires Beaufort Group

On June 20, 2022, Solomon Capital acquired financial services company Beaufort Group

Acquisition Highlights
  • This is Solomon Capital’s 1st transaction in the Financial Services sector.
  • This is Solomon Capital’s 1st transaction in the United Kingdom.

M&A Deal Summary

Date 2022-06-20
Target Beaufort Group
Sector Financial Services
Buyer(s) Solomon Capital
Deal Type Add-on Acquisition

Target

Beaufort Group

Redhill, United Kingdom
Beaufort Group is a provider of financial services for companies and private clients. The Group offers financial advice through Beaufort Financial, a nationwide partnership of the whole of market IFAs. Beaufort Group also owns a discretionary fund management company, YOU Asset Management, which holds over £1 billion of funds under management on behalf of private clients, trusts, charities, and corporate bodies. It also includes Beaufort Mortgages which provides dedicated mortgage service to first-time buyers, those looking to remortgage, as well as landlords seeking buy-to-let mortgages. Beaufort Group was formed in 2012 and is based in Redhill, United Kingdom.

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Buyer(S) 1

Buyer

Solomon Capital

London, United Kingdom

Category Company
Sector Business Services
DESCRIPTION

Solomon is an advisory firm that provides wealth management services. Solomon is based in London, 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: 2022 M&A 1 of 1