{"id":5311,"date":"2024-11-11T16:19:12","date_gmt":"2024-11-11T16:19:12","guid":{"rendered":"https:\/\/www.marshberry.com\/eu\/?p=5311"},"modified":"2026-01-02T15:09:56","modified_gmt":"2026-01-02T15:09:56","slug":"october-2024-uk-investment-sector-ma-market-update-surge-in-activity-to-counter-the-rise-in-cgt","status":"publish","type":"post","link":"https:\/\/www.marshberry.com\/eu\/blog\/october-2024-uk-investment-sector-ma-market-update-surge-in-activity-to-counter-the-rise-in-cgt\/","title":{"rendered":"October 2024 UK Investment Sector M&A Market Update: Surge in Activity to Counter the Rise in CGT"},"content":{"rendered":"\n
Partly driven by vendors aiming to finalise deals ahead of the Autumn Budget announcement on 30th October, with expected increases in capital gains tax (CGT), the sector saw unusually high levels of deal activity. Aside from bolt-on acquisitions by wealth management consolidators, volumes were also supported by strategic transactions in asset management and investment consulting, resulting in October being the busiest month of the year in terms of merger and acquisition (M&A) activity. <\/p>\n\n\n\n
Year-to-date (YTD), the total number of transactions announced (with estimated values at over \u00a35m each) stood at 57, including 15 deals in October alone, aligning with the typical quarterly deal volumes this year. The consolidation in the advice sector continues to be a key driver of activity, in the midst of the Financial Conduct Authority (FCA) conducting a review to assess the prudence of the acquisition-led growth of the consolidators. Undeterred, several consolidators, including Perspective Financial Group, S\u00f6derberg & Partners, Foster Denovo and Ascot Lloyd were extraordinarily busy in October and, some made multiple acquisitions of small advice businesses. <\/p>\n\n\n
\n<\/figure>\n<\/div>\n\n\n
This month\u2019s M&A activity saw seven transactions in the \u00a325m to \u00a3100m range, exceeding all the previous months this year. Combined with seven deals valued between \u00a35m and \u00a325m and one deal exceeding \u00a3100m\u2014a minority investment by Bain Capital in Openwork, the IFA network\u2014the overall distribution of transaction values year-to-date remained consistent with trends observed in 2022 and 2023 with a slight bias towards the \u00a325m to \u00a3100m bracket. This highlights the current focus by financial sponsors on opportunities in the mid-market.\u00a0<\/p>\n\n\n
\n<\/figure>\n<\/div>\n\n\n
That being said, there\u2019s been an increase in acquisitions by public companies, as exemplified by WTW\u2019s, Arthur J. Gallagher\u2019s, Brooks Macdonald\u2019s and Jupiter Asset Management\u2019s acquisitions announced this month. In fact, over one in four deals this month were acquisitions or investments by quoted companies, marking a significant rise compared to typical levels, while privately held transactions accounted for just above one in ten deals.\u00a0\u00a0<\/p>\n\n\n
The Openwork Partnership\u2019s<\/strong> advisers voted in favour of Bain Capital<\/strong> acquiring a 30% minority stake in the network for \u00a3120m, pending regulatory approval. This investment aims to strengthen Openwork\u2019s offerings in wealth, mortgage, and protection advice, supporting technology upgrades and strategic growth initiatives across its 4,750-strong adviser network.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
7IM<\/strong> agreed to acquire Rockhold Asset Management<\/strong>, a subsidiary of ASHL Group, to bolster its managed portfolio services and discretionary management offerings. The deal, which adds around \u00a32bn in client assets, will bring 7IM’s total assets under management (AUM) to \u00a327bn. The acquisition will proceed under Rockhold\u2019s existing brand and management team, pending regulatory approval.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Arthur J. Gallagher & Co<\/strong>. acquired Redington<\/strong>, a London-based investment consultancy primarily serving pension funds and institutional investors. The acquisition is set to expand Gallagher\u2019s UK advisory services, enhancing capabilities in investment strategy, risk management, and financial sustainability.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
CBPE<\/strong> invested in Clifton Asset Management<\/strong>, a wealth management, and pensions administration firm with \u00a31.8bn in assets under management and administration on behalf of over 9,000 clients. The partnership, pending regulatory approval, aims to accelerate Clifton\u2019s growth through organic expansion and strategic acquisitions, with Clifton\u2019s CEO Neil Greenaway reinvesting alongside CBPE.\u00a0<\/li>\n<\/ul>\n\n\n\n
Other UK transactions (October 2024):<\/strong> <\/h2>\n\n\n\n
\n
WTW<\/strong> invested in Atomos<\/strong>, acquiring a 25% stake to deepen their collaboration and capitalise on Atomos’s growth within the UK wealth management sector.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Brooks Macdonald<\/strong> acquired LIFT-Financial Group, <\/strong>with c. \u00a31.6bn of assets under advice (AUA), to accelerate growth and expand its reach in UK wealth planning.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Titan Wealth<\/strong> acquired Ravenscroft Investments\u2019s<\/strong> UK investment management, adding some \u00a3600m of AUM.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Jupiter Asset Management <\/strong>acquired Origin Asset Management, <\/strong>taking on \u00a3800m in mostly institutional assets.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
IPS Capital<\/strong> expanded its advisory proposition by acquiring Greenwood Financial Planning<\/strong>, <\/strong>raising IPS Capital\u2019s AUM close to \u00a31bn.\u00a0<\/li>\n<\/ul>\n\n\n\n
Ascot Lloyd<\/strong> expanded in Scotland by acquiring the Fife-based advice firm Create and Prosper<\/strong> with \u00a3254m in assets, enhancing its national advisory footprint.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Foster Denovo<\/strong> expanded its advisory footprint by acquiring 80Twenty<\/strong>, adding a focus on sustainable investing.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Perspective Financial Group<\/strong> acquired 13 firms in October to beat anticipated CGT rises announced in the budget.\u00a0<\/strong>\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Fairstone<\/strong> finalised its acquisition of Forbes Lawson Wealth Management<\/strong>, an Aberdeen-based advisory firm, reinforcing its footprint in Scotland.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
S\u00f6derberg Partners<\/strong> acquired minority stakes in four UK firms, George Square<\/strong>, Cheltenham IFA Ltd<\/strong>, Bluezone Capital<\/strong> and Alexander Bates Campbell<\/strong>.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Clarion Wealth Planning\u2019s<\/strong> management team completed a buyout, positioning the firm for independence and growth.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Towergate Health & Protection<\/strong> bought Benefiz<\/strong>, the employee benefits consultant for SMEs, bringing it in under the Ardonagh Group umbrella.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Moneybox<\/strong>, a financial app designed to help users save and invest for life goals like retirement and home purchases, raised c. \u00a370m in primary and secondary capital from Apis Partners <\/strong>and Amundi<\/strong>, valuing the company at \u00a3550m to enhance product innovation and digital offerings for younger investors.\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
Westbridge <\/strong>acquired a majority stake in Causeway Securities, <\/strong>an international distributor of structured products.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
\n
ECI Partners <\/strong>acquired a stake in pensions management and governance services provider Independent Governance Group<\/strong>.\u00a0\u00a0<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Partly driven by vendors aiming to finalise deals ahead of the Autumn Budget announcement on 30th October, with expected increases in capital gains tax (CGT), the sector saw unusually high levels of deal activity. Aside from bolt-on acquisitions by wealth management consolidators, volumes were also supported by strategic transactions in asset management and investment consulting, […]<\/p>\n","protected":false},"author":9,"featured_media":4054,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[],"mu_industry":[50],"class_list":["post-5311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-m-a","mu_industry-investment"],"yoast_head":"\n
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