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Cover Image MKC WEALTH

MKC WEALTH

MKC WEALTH

Summary

Independent wealth management firm, backed by private equity (Cabot Square Capital), expanding through acquisitions and organic growth.

Deals Overview

Total Deals3

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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holborn financial

HQ - United Kingdom

Insurance Brokers

16 Oct 2023

Investment Date

100%

Stake

n/a

Deal Value

crescent independent

HQ - United Kingdom

Management Consulting

12 Dec 2023

Investment Date

100%

Stake

n/a

Deal Value

warr & co independent financial advisers

HQ - United Kingdom

Asset Managers and Custodians

2 Oct 2024

Investment Date

100%

Stake

n/a

Deal Value

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