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Cover Image KINGSWOOD HOLDINGS LIMITED

KINGSWOOD HOLDINGS LIMITED

KINGSWOOD HOLDINGS LIMITED

HQ - London

Summary

Kingswood Group is a UK-based company specializing in financial planning, pensions, and retirement management. Their offerings include tailored solutions for individuals, businesses, and institutional clients, catering to various sectors such as first-time buyers, government schemes, and private individuals.

Deals Overview

Total Deals8

Valued Deals6

Total Value£ 96 M

Avg. Deal Size£ 16 M

Market Context

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07 Nov 2017|United States|Data Centers and Hosting

Target: NEWBRIDGE

Bidder: KINGSWOOD HOLDINGS LIMITED

1 Service Providers

7 Dealmakers

£ 13 M

Value

04 Sep 2019|United Kingdom|Diversified Financials

Target: WFI FINANCIAL

Bidder: KINGSWOOD HOLDINGS LIMITED

5 Service Providers

1 Target | 4 Bidder

11 Dealmakers

2 Target | 9 Bidder

£ 14 M

Value

25 Jun 2020|United Kingdom|Management Consulting

Target: STERLING TRUST FINANCIAL CONSULTING LIMITED

Bidder: KINGSWOOD HOLDINGS LIMITED

3 Service Providers

7 Dealmakers

£ 17 M

Value

26 Sep 2022|Ireland|Diversified Financials

Target: MOLONEY INVESTMENTS LTD

Bidder: KINGSWOOD HOLDINGS LIMITED

4 Service Providers

1 Target | 3 Bidder

7 Dealmakers

1 Target | 6 Bidder

£ 23 M

Value

01 Dec 2022|United Kingdom|Diversified Financials

Target: JFP HOLDINGS

Bidder: KINGSWOOD HOLDINGS LIMITED

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

£ 12 M

Value

06 Feb 2024|Ireland|Financial Data and Systems

Target: BASEPLAN LTD

Bidder: KINGSWOOD HOLDINGS LIMITED

3 Service Providers

5 Dealmakers

n/a

Value

25 Mar 2025|United Kingdom|Asset Managers and Custodians

Target: KINGSWOOD HOLDINGS LIMITED

Bidder: POLLEN STREET CAPITAL LIMITED

4 Service Providers

6 Dealmakers

£ 15 M

Value

29 May 2025|United Kingdom|Asset Managers and Custodians

Target: KINGSWOOD HOLDINGS LIMITED

Bidder: MATTIOLI WOODS PLC

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

2 Target | 1 Bidder

n/a

Value

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