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BROOKS MACDONALD

HQ - London

Summary

Brooks Macdonald Group is a British wealth management company providing investment management, financial planning, and fund management services for private high net worth individuals, pension funds and institutions.

Deals Overview

Total Deals5

Valued Deals4

Total Value£ 152 M

Avg. Deal Size£ 38 M

Market Context

Senior Management

Caroline Connellan
CEO
Andrea Montague
CEO Designate and CFO
Andrew Shepherd
CEO

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22 Nov 2019|United Kingdom|Asset Managers and Custodians

Target: CORNELIAN ASSET MANAGERS

Bidder: BROOKS MACDONALD

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

£ 47 M

Value

24 Jun 2020|Jersey|Asset Managers and Custodians

Target: LLOYDS BANK (CHANNEL ISLANDS WEALTH MANAGEMENT AND FUNDS BUSINESS)

Bidder: BROOKS MACDONALD

8 Service Providers

1 Target | 5 Bidder | 2 Vendor

12 Dealmakers

1 Target | 10 Bidder | 1 Vendor

£ 9 M

Value

30 Sep 2022|United Kingdom|Investment Banking

Target: ADROIT FINANCIAL PLANNING

Bidder: BROOKS MACDONALD

4 Service Providers

1 Target | 1 Bidder | 2 Vendor

9 Dealmakers

1 Target | 2 Bidder | 6 Vendor

n/a

Value

12 Sep 2024|United Kingdom|Asset Managers and Custodians

Target: BROOKS MACDONALD ASSET MANAGEMENT

Bidder: CANACCORD GENUITY GROUP INC

7 Service Providers

1 Bidder | 6 Vendor

11 Dealmakers

1 Bidder | 10 Vendor

£ 50 M

Value

08 Oct 2024|United Kingdom|Financial Data and Systems

Target: LIFT

Bidder: BROOKS MACDONALD

8 Service Providers

3 Target | 5 Bidder

16 Dealmakers

5 Target | 11 Bidder

£ 45 M

Value

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