MarshBerry advises Throgmorton Private Capital on its sale to Avon Investment Strategies

London, England, 2 February 2026 – MarshBerry, a global leader in corporate finance and consulting, serving the wealth management and insurance distribution industries, is pleased to have advised Throgmorton Private Capital (Throgmorton) on its sale to Avon Investment Strategies (Avon).

MarshBerry acted as the exclusive financial adviser to Throgmorton, a leading IFA business in the South East, advising private individuals and companies, regarding all aspects of personal and corporate financial planning.

Avon is a purpose-driven investment company, with a clear commitment to helping individuals preserve and pass on their wealth, through strategic acquisition and management of IFA firms.

“Transactions such as this demonstrate the strength of high‑quality advice businesses in the UK market and the increasing demand from aligned, long‑term capital partners,” stated Fred Hansson, MarshBerry Managing Director. “Throgmorton is an exceptional firm with a clear vision, and Avon shares its commitment to adviser support, client outcomes and sustainable growth.”

“We are delighted to have advised Throgmorton in this transaction, which represents an important milestone in its growth journey,” added Foivos Lagios, MarshBerry Associate Director. “Throgmorton has established itself as a high-quality franchise with a strong reputation for delivering client-centric advice and its combination with Avon will allow it to preserve that culture, while positioning the firm for its next phase of expansion.”

Commenting on the transaction, Matthew Cove, Director at Throgmorton, said:

“Joining forces with Avon creates an exciting platform to further enhance the support we provide to our advisers, including the development of AI‑driven solutions, as well as innovative practice buyout programmes to help them plan for their own futures. On behalf of our shareholders, I would like to express our deep appreciation to our advisers at MarshBerry, whose hard work, insight and perseverance throughout this process were instrumental in delivering such a successful outcome for all stakeholders.”

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