Wren Sterling - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Wren Sterling M&A Summary

Wren Sterling has acquired 5 companies of its own, including 5 in the last 5 years.

The Company’s most targeted sectors include financial services (80%) and business services (20%).

Wren Sterling Ownership

Who owns Wren Sterling?

Wren Sterling is owned by Lightyear Capital. It was acquired on July 21, 2021.

Is Wren Sterling PE-backed?

Yes. Wren Sterling is owned by private equity investor Lightyear Capital.

Was Wren Sterling formerly PE-backed?

Yes. Wren Sterling was formerly owned by 1 private investor.

Wren Sterling Business Overview

Where is Wren Sterling headquartered?

Wren Sterling is headquartered in London, United Kingdom.

What sector is Wren Sterling in?

Wren Sterling is a financial services company.

When was Wren Sterling founded?

Wren Sterling was founded in 2007.

M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Wren Sterling

Wren Sterling Financial Planning Ltd.

Room 520, New Broad Street House, 35 New Broad Street,
London, EC2M 1NH
United Kingdom,
+020 3962 6188
www.wrensterling.com

Wren Sterling is an independent financial advisory business serving both private and corporate clients across the UK. It specializes in all aspects of savings, investments, and retirement planning. For corporate clients, they provide advice on pensions, including auto-enrolment, as well as workplace benefits and protection. Wren Sterling was established in 2007 and is based in London, England.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # - 1 3 1 - - 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
Critchleys Financial Planning LLC 2022-07-01 - Divestiture
Oxford, United Kingdom
Sentinel Private Clients Ltd. 2021-07-01 - Add-on Acquisition
Warwickshire, United Kingdom
Bookeeping Administration Services Ltd. 2021-07-01 - Add-on Acquisition
Cardiff, United Kingdom
Rothesay Intelligent Financial Services Ltd. 2021-07-01 - Add-on Acquisition
Nottingham, United Kingdom
Frobisher Capital Ltd. 2020-08-01 - Add-on Acquisition
Woking, United Kingdom · www.frobishercapital.co.uk
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 4 (80%) - - -
Business Services 1 (20%) - - -
Total 5 - - -

By Geo

State/Country Buy Value Sell Value
United Kingdom 5 - - -
Total 5 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
20%
1 (20%)

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