Displaying items by tag: mergers
£432m deal to buy Mattioli Woods nears completion
The £432m private equity acquisition of SIPPs and Financial Planning firm Mattioli Woods has moved ahead this week with over 95% of shareholders voting in favour.
PE firm Pollen Street to buy Mattioli Woods for £432m
Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.
Mattioli business acquires £53m AUM adviser firm
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
Pension SuperFund offer for STM Group is lowered
Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
CMA probes £242m Curtis Banks-Nucleus merger
The Competition and Markets Authority is to investigate the merger between platform Nucleus and SIPP provider Curtis Banks.
Mattioli buys Ulster SSAS adviser for £15m
SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.
Nucleus to acquire Curtis Banks for £242m in cash
Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.
Guernsey-based UAP acquires Alltrust
Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust's acquisition today of failed firm Rowanmoor Personal Pensions.
Nucleus in talks to potentially buy Curtis Banks
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Royal London in merger talks with LV=
Royal London confirmed this morning that it was in “exploratory” takeover talks with rival mutual LV=.