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Cover Image Andrew Shepherd

Andrew Shepherd

CEO at BROOKS MACDONALD

Manager

Deal Bio

Total Deals2

Valued Deals1

Total Value£10M

Avg. Deal Size£10M

Market Context

Expertise (2)

Key Relationships

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Asset Managers and Custodians

PrivateMajorityAcquisitionCross BorderPrivate Equity

Lloyds Bank (channel Islands Wealth Management And Funds Business)

target

Lloyds Bank (channel Islands Wealth Management And Funds Business)

Brooks Macdonald

bidder

Brooks Macdonald

£9m

12 dealmakers

Investment Banking

MajorityAcquisitionPrivateDomestic

Adroit Financial Planning

target

Adroit Financial Planning

Brooks Macdonald

bidder

Brooks Macdonald

value n/a

9 dealmakers

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