M&A Deal Summary

Succession Acquires Caledonia Financial Planning

On August 25, 2016, Succession acquired business services company Caledonia Financial Planning for 3M GBP

Acquisition Highlights
  • This is Succession’s 1st transaction in the Business Services sector.
  • This is Succession’s largest (disclosed) transaction.
  • This is Succession’s 3rd transaction in the United Kingdom.

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

Target

Caledonia Financial Planning

Hamilton, United Kingdom
Caledonia Financial Planning Ltd. is a provider of investment and financial planning services.

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Buyer(S) 1

Buyer

Succession

Birmingham, United Kingdom
Category Company
Founded 2009
Sector Financial Services
DESCRIPTION

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) 1 of 2
Type (Add-on Acquisition) 3 of 4
Country (United Kingdom) 3 of 4
Year (2016) 1 of 2
Size (of disclosed) 1 of 1
PREVIOUS DEAL
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 -
FOLLOWING DEAL
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 -
Mergr

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