London \u2013 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).<\/p>\n\n\n\n
MarshBerry acted as the exclusive financial adviser to Legacy, a Belfast-based, fast-growing independent financial planning firm, with over \u00a3700 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\u2019s disciplined approach to financial planning, long-term client relationships and consistent organic growth have positioned it as one of the region\u2019s most respected advisory firms.<\/p>\n\n\n\n
Goodbody is Ireland\u2019s 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.<\/p>\n\n\n\n
\u201cThe 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,\u201d said Fred Hansson, Managing Director. \u201cLegacy has built a market-leading reputation in Northern Ireland through its commitment to client outcomes and professional excellence. Goodbody\u2019s heritage, investment capabilities and strategic ambition make it a particularly strong partner to support Legacy\u2019s next phase of growth.\u201d<\/p>\n\n\n\n
This partnership positions Legacy to accelerate its growth strategy, broaden its service offering and continue delivering exceptional outcomes for clients, while preserving the firm\u2019s strong culture and client-first philosophy.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
This transaction underscores MarshBerry\u2019s commitment to helping firms achieve value realisation objectives and strategic growth through merger & acquisition (M&A) initiatives in the financial services sector. MarshBerry\u2019s team brings extensive experience in advisory services, supporting clients through the complexities of valuation, solicitation, negotiation and successful transaction execution.<\/p>\n\n\n\n
Terms of the transaction were not disclosed.<\/p>\n\n\n\n