MarshBerry Advises Legacy Wealth Management on Sale to Goodbody

London – MarshBerry, a global leader in investment banking and consulting, is pleased to have advised Legacy Wealth Management Limited (Legacy) on its sale to Goodbody Stockbrokers Unlimited Company (Goodbody).

MarshBerry acted as the exclusive financial adviser to Legacy, a Belfast-based, fast-growing independent financial planning firm, with over £700 million of client assets, known for delivering high-quality, client-centric advice. The firm has built a strong and loyal client base across Northern Ireland, with particular depth among professional services clients, business owners and high-net-worth individuals. Legacy’s disciplined approach to financial planning, long-term client relationships and consistent organic growth have positioned it as one of the region’s most respected advisory firms.

Goodbody is Ireland’s longest established stockbroking firm, with roots dating back to 1874, providing wealth management, asset management and investment banking services to clients across Ireland and the UK. Goodbody is a wholly owned subsidiary of AIB Group plc, supporting its continued growth and expansion in wealth management.

“The demand for high-quality advice businesses across the UK and Ireland continues to be driven by a clear focus on client relationships, professionalism and regional strength,” said Fred Hansson, Managing Director. “Legacy has built a market-leading reputation in Northern Ireland through its commitment to client outcomes and professional excellence. Goodbody’s heritage, investment capabilities and strategic ambition make it a particularly strong partner to support Legacy’s next phase of growth.”

This partnership positions Legacy to accelerate its growth strategy, broaden its service offering and continue delivering exceptional outcomes for clients, while preserving the firm’s strong culture and client-first philosophy.

MarshBerry advised Legacy throughout the full lifecycle of the transaction, including preparation for sale, development of marketing materials, identification and selection of prospective buyers, management of a competitive process, negotiation of commercial terms and comprehensive support through due diligence to successful completion.

This transaction underscores MarshBerry’s commitment to helping firms achieve value realisation objectives and strategic growth through merger & acquisition (M&A) initiatives in the financial services sector. MarshBerry’s team brings extensive experience in advisory services, supporting clients through the complexities of valuation, solicitation, negotiation and successful transaction execution.

Terms of the transaction were not disclosed.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in Merger & Acquisition (M&A) advisory services, corporate finance solutions, and strategic consulting for insurance brokerages and firms in the wealth management industry. Our mission is to help firms in insurance distribution amplify value and chart strategic courses towards a future rife with opportunities. With a legacy spanning over 40 years, MarshBerry expanded its footprint to Europe in 2019 and now boasts four locations specializing in Corporate Finance Advisory (M&A Advisory; Capital Raising), and Business Planning (Strategic Planning; Business Valuations; Perpetuation Planning). MarshBerry’s deep industry expertise, innovative solutions, and client-first philosophy support European financial service providers in optimizing their business strategies and achieving long-term success. For more information, visit www.MarshBerry.com/EU.