M&A Wealth Management
M&A Insurance
M&A Accountancy
M&A Fire & Safety
+44 (0) 207 043 4300
info@capitalandtrust.com
Capital & Trust Mergers and Acquisitions London
M&A Wealth Management
M&A Insurance
M&A Accountancy
Fire & Safety
Buyer
Seller
The Team
News & Articles
Contact
+44 (0) 207 043 4300
info@capitalandtrust.com
News, Articles &
Resources
Scroll To Next Section
Latest News
Filter by
Filter by
Accountancy
Buying Related
Insurance
Selling Related
Uncategorized
Wealth Management
Sort by
Sort by
Newest - Oldest
Oldest - Newest
Alphabetical A - Z
Alphabetical Z - A
How to Buy a Business in the UK
Read more
UNDERSTANDING MERGERS & AQUISITIONS
Read more
CLEAR GROUP ACQUIRES SUTTON-BASED FIRE AND SAFETY COMPLIANCE CONSULTANCY
Read more
AZETS ACQUIRE EAST ANGLIA BASED COMPANY
Read more
AFFINIA ACQUIRES KENT-BASED ACCOUNTANCY FIRM
Read more
STREETS GROWS REGIONAL PRESENCE WITH ADDITION OF STEVENS & WILLEY
Read more
GERALD EDELMAN EXPANDS PRESENCE IN SURREY WITH ACQUISITION OF VISTA PARTNERS
Read more
TC GROUP EXPANDS IN HERTFORDSHIRE WITH ACQUISITION OF ASHLEY JAMES LIMITED
Read more
AUGUST EQUITY TAKES MAJORITY STAKE IN THE SUPERBIA GROUP
Read more
SALTUS ACQUIRE HERTFORDSHIRE-BASED COMPANY
Read more
PERSPECTIVE FINANCIAL GROUP EXPANDS WITH NINE NEW ACQUISITIONS IN 2025
Read more
XEINADIN SECURES LARGEST ACQUISITION YET WITH ADDITION OF TOP 100 FIRM RAFFINGERS
Read more
SCRUTTON BLAND EXPANDS WITH COLCHESTER-BASED FIRM
Read more
DUNCAN & TOPLIS ACQUIRE DERBYSHIRE – BASED COMPANY
Read more
CLEAR GROUP BOLSTERS REGIONAL PRESENCE WITH £10M GWP ACQUISITION
Read more
TC GROUP MERGES WITH PLYMOUTH-BASED ACCOUNTANCY FIRM
Read more
HOWDEN ACQUIRED ASSOCIATED BEAUTY THERAPISTS AND ASSOCIATED IRISH THERAPISTS
Read more
WREN STERLING GROUP ACQUIRES FAREHAM-BASED BUSINESS
Read more
RANGER FIRE AND SECURITY ACQUIRES MIDLANDS-BASED BUSINESS AND WALES-BASED BUSINESS
Read more
UK ACCOUNTING GIANTS MHA AND MHA MOORE AND SMALLEY SET TO MERGE
Read more
BKL DISCLOSES MERGER DEAL WITH CFPRO
Read more
COOPER PARRY WEALTH ACQUIRES TUNBRIDGE WELLS – BASED BUSINESS
Read more
LUMIN WEALTH ACQUIRE BUCKINGHAMSHIRE-BASED FINANCIAL PLANNER
Read more
PROGENY HAS ACQUIRED SCOTTISH-BASED CHARTERED FINANCIAL PLANNER FIRM
Read more
MKC WEALTH COMPLETE THE ACQUISITION OF WIMBLEDON-BASED FINANCIAL PLANNING FIRM
Read more
PERSPECTIVE ACQUIRES TWO MORE FINANCIAL PLANNING FIRMS
Read more
WREN STERLING HAVE ACQUIRED BODMIN-BASED FINANCIAL ADVISORY FIRM AND GUILDFORD-BASED IFA
Read more
LUDLOW HAS ACQUIRED BLACKPOOL-BASED WEALTH MANAGEMENT FIRM
Read more
LOYAL NORTH HAS BOUGHT NORFOLK-BASED IFA
Read more
AMBER RIVER HAS ACQUIRED FUTURE LIFE WEALTH MANAGEMENT
Read more
MWA PURCHASES TWO IFA FIRMS BASED IN LONDON AND CORNWALL
Read more
LOYAL NORTH ACQUIRES CHARTERED PLANNER’S FIRM IN THE SOUTHEAST
Read more
TITAN WEALTH HAS ACQUIRED INVESTMENT RESEARCH AND CONSULTANCY FIRM
Read more
PERSPECTIVE ACQUIRES 4 FIRMS
Read more
HURST POINT GROUP PURCHASES LONDON-BASED FIRM
Read more
SUCCESSION WEALTH ACQUIRES EDINBURGH-BASED INDEPENDENT FINANCIAL ADVISOR
Read more
GILSON GRAY FINANCIAL MANAGEMENT ACQUIRES RS ROBERTSON FINANCIAL PLANNING BASED IN SCOTLAND
Read more
HOLBORN FINANCIAL ACQUIRES GARY COOK FINANCIAL SERVICES
Read more
PROSPERITY WEALTH CREATION ACQUISITION
Read more
DEBRA WAIT WEALTH MANAGEMENT ACQUISITION
Read more
FUTURE PERFECT FINANCIAL PLANNING ACQUISITION
Read more
GB FINANCIAL SERVICES ACQUISITION
Read more
SCHRODERS-OWNED BENCHMARK CAPITAL ACQUIRES NORTHERN IRELAND- BASED INDEPENDENT FINANCIAL ADVISER
Read more
INTERNATIONAL ACCOUNTANCY AND CONSULTANCY FIRM, AFFINITY ASSOCIATES, ACQUIRES CROYDON-BASED FINANCIAL SERVICES GROUP
Read more
BOSTON MULTI FAMILY OFFICE (MFO) ACQUIRES DOUGLAS-BASED FINANCIAL SERVICE PROVIDER
Read more
WREN STERLING SEALS THE DEAL ON A SERIES OF ACQUISITIONS
Read more
M&G COMPLETES ACQUISITION OF PLYMOUTH -BASED IFA
Read more
ONE FOUR NINE ACQUIRE GLASGOW-BASED FINANCIAL PLANNING FIRM
Read more
PERSPECTIVE PURCHASES THAME-BASED CHARTERED PLANNING FIRM
Read more
HFMC ACQUIRES LONDON PLANNING FIRM
Read more
SKERRITTS ACQUIRES KENT-BASED FINANCIAL PLANNING FIRM
Read more
KINGSWOOD BUYS BERKSHIRE-BASED IFA
Read more
PERSPECTIVE FINANCIAL GROUP ACQUIRES STAFFORDSHIRE BASED IFA
Read more
KINGSWOOD BUYS CHESHIRE-BASED IFA
Read more
KINGSWOOD ACQUIRES GLASGOW-BASED ADVISER
Read more
PERSPECTIVE HAS ACQUIRED ESSEX-BASED WEALTH MANAGEMENT BUSINESS
Read more
ADVANTA ACQUIRES LONDON-BASED IFA
Read more
WREN STERLING GROUP HAS ACQUIRED LEAMINGTON SPA-BASED ADVICE FIRM
Read more
RADIANT FINANCIAL ACQUIRES THREE MORE IFAS
Read more
GILSON GRAY FINANCIAL MANAGEMENT HAS ACQUIRED NORTH BERWICK-BASED FINANCIAL PLANNING FIRM
Read more
FINITOR WEALTH HAS ACQUIRED LEAMINGTON SPA-BASED AND CUMBRIA-BASED FINANCIAL PLANNING FIRMS
Read more
VERSO WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING FIRM
Read more
TATTON ASSET MANAGEMENT COMPLETES ON PURCHASING 50% STAKE IN 8AM GLOBAL LIMITED
Read more
IWP HAS ACQUIRED CAMBRIDGESHIRE-BASED FINANCIAL PLANNING COMPANY
Read more
EVELYN PARTNERS HAS ACQUIRED BUCKINGHAMSHIRE-BASED FINANCIAL PLANNING COMPANY
Read more
ONE FOUR NINE ACQUIRES ABERDEEN-BASED FINANCIAL ADVISER
Read more
TITAN WEALTH ACQUIRES LONDON-BASED WEALTH PLANNING FIRM
Read more
M&G WEALTH TO ACQUIRE PLYMOUTH-BASED IFA FIRM
Read more
PRESERVATION CAPITAL PARTNERS PROVIDES MAJOR BACKING TO SALTUS GROUP
Read more
KINGSWOOD ACQUIRES HAMPSHIRE-BASED INDEPENDENT FINANCIAL ADVICE FIRM
Read more
SALTUS ACQUIRES LONDON-BASED CHARTERED IFA
Read more
ONE FOUR NINE ACQUIRES GLASGOW-BASED ADVICE FIRM
Read more
HARWOOD WEALTH MANAGEMENT GROUP REBRANDS AS ARGENTIS AND ANNOUNCES TWO ACQUISITIONS – NEWCASTLE AND CHRISTCHURCH -BASED
Read more
CLIFTON ASSET MANAGEMENT ACQUIRES ABERDEEN-BASED ADVICE FIRM
Read more
PROGENY PURCHASES SCOTTISH FINANCIAL PLANNING FIRM
Read more
WREN STERLING BUYS OXFORD-BASED FINANCIAL PLANNING FIRM
Read more
PROGENY HAS AGREED TO ACQUIRE NATIONAL FINANCIAL PLANNING FIRM
Read more
US-OWNED MARYGOLD & CO ACQUIRES NORTHAMPTON-BASED ASSET MANAGEMENT
Read more
ASSETCO HAS ACQUIRED SCOTTISH FUND FIRM
Read more
TITAN WEALTH ACQUIRE CARDALE ASSET MANAGEMENT
Read more
LUMIN WEALTH HAS ACQUIRED SOUTHEAST-BASED FINANCIAL ADVISER
Read more
WREN STERLING GROUP HAS PURCHASED MANCHESTER-BASED ADVICE FIRM
Read more
OLD MILL ACQUIRES SOMERSET-BASED BUSINESS
Read more
IRWIN MITCHELL HAS ACQUIRED CHESHIRE-BASED CHARTERED FINANCIAL PLANNING FIRM
Read more
BENCHMARK CAPITAL HAS ACQUIRED NORTHERN IRELAND-BASED FINANCIAL PLANNING FIRM
Read more
BROOKS MACDONALD ACQUIRES WARWICKSHIRE-BASED IFA
Read more
TAVISTOCK AGREES TO ACQUIRE HUMMINGBIRD FROM LEBC GROUP LIMITED
Read more
KINGSWOOD ACQUIRES LINCOLNSHIRE-BASED IFA
Read more
LUDLOW WEALTH MANAGEMENT HAS ACQUIRED GLASGOW-BASED FINANCIAL PLANNING COMPANY
Read more
TILNEY ACQUIRES EDINBURGH-BASED FINANCIAL PLANNING FIRM
Read more
FAIRSTONE HAS ACQUIRED CUMBRIA-BASED CHARTERED FINANCIAL PLANNING COMPANY
Read more
PERSPECTIVE ACQUIRES CAMBRIDGESHIRE-BASED FINANCIAL PLANNER
Read more
AVENTUR ACQUIRES SOUTH WOODFORD-BASEDIFA
Read more
NORDIC CAPITAL TO ACQUIRE ASCOT LLOYD
Read more
TATTON ASSET MANAGEMENT PURCHASES 50% STAKE IN 8AM GLOBAL LIMITED
Read more
ACCOUNTANCY FIRM MHA MACINTYRE HUDSON BUYS MAJORITY STAKE IN WEALTH MANAGEMENT FIRM
Read more
ALLFUNDS IS TO ACQUIRE MADRID BASED FINANCIAL TECHNOLOGY COMPANY
Read more
SALTUS GROUP HAS PURCHASED HERTFORDSHIRE-BASED WEALTH MANAGEMENT FIRM
Read more
LIONTRUST COMPLETES ACQUISITION OF MAJEDIE
Read more
RBC TO ACQUIRE UK WEALTH MANAGER BREWIN DOLPHIN FOR £1.6BN
Read more
FORESIGHT WEALTH STRATEGISTS HAS ACQUIRED BURY-BASED IFA
Read more
MAJORITY STAKE IN SCOTTISH FINANCIAL PLANNING PLATFORM HAS BEEN SOLD TO PRIVATE EQUITY FIRM
Read more
SON TAKES OVER COVENTRY-BASED WEALTH MANAGEMENT FIRM
Read more
KRESTON REEVES HAS ACQUIRED CANTERBURY BASED FINANCIAL PLANNER
Read more
AMBER RIVER HAS ACQUIRED CHELTENHAM-BASED ADVICE FIRM
Read more
WESTERBY TRUSTEE SERVICES ACQUIRES SIPP ADMINISTRATOR BASED IN WEYMOUTH
Read more
EMPLOYEES ACQUIRE ELDON FINANCIAL PLANNING IN DARLINGTON
Read more
PERSPECTIVE ACQUIRES FOUR FIRMS BASED IN HERTFORD, RICKMANSWORTH AND OXFORD
Read more
UNIQUE FINANCIAL PLANNING HAS ACQUIRED WATFORD-BASED COMPANY
Read more
FINANCIAL MANAGEMENT BUREAU ACQUIRES IFA IN CUMBRIA
Read more
VERSO WM ACQUIRES SUNDERLAND BASED WEALTH MANAGEMENT COMPANY
Read more
Navigating the DB minefield when selling your advice firm
Read more
The Money Marketing Awards 2021
The Money Marketing Awards are a celebration of the financial services industry.
Read more
1
2
...
6
7
Next