M&A Deal Summary |
|
|---|---|
| Date | 2016-08-25 |
| Target | Caledonia Financial Planning |
| Sector | Business Services |
| Buyer(s) | Succession |
| Deal Type | Add-on Acquisition |
| Deal Value | 3M GBP |
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Succession is an independent wealth management business that provides wealth management and financial planning services to individual and corporate clients. The company also operates its own open-architecture platform, allowing a fully integrated wealth management process. Succession was founded in 2009 and is based in Birmingham, United Kingdom.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 4 |
| Sector: Business Services M&A | 1 of 2 |
| Type: Add-on Acquisition M&A Deals | 3 of 4 |
| Country: United Kingdom M&A | 3 of 4 |
| Year: 2016 M&A | 1 of 2 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-25 |
Highcliffe Financial Management
Lymington, United Kingdom Highcliffe Financial Management Ltd. is a provider of financial advice, investment and wealth management services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-12-20 |
Clay Rogers & Partners
Birmingham, United Kingdom Clay Rogers & Partners Ltd. is a provider of financial services. |
Buy | - |
