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Cover Image Brian Wong

Brian Wong

Transaction Services Manager at BDO

Financial Advisor

Deal Bio

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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11 Jul 2024|United Kingdom|Asset Managers and Custodians

Target: BLACK SWAN FINANCIAL PLANNING

Bidder: SKERRITTS

6 Service Providers

1 Target | 5 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

24 Jul 2024|United Arab Emirates|Asset Managers and Custodians

Target: AHR GROUP

Bidder: TITAN WEALTH

5 Service Providers

1 Target | 4 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

21 Oct 2024|United Kingdom|Asset Managers and Custodians

Target: CHELTENHAM IFA

Bidder: SODERBERG & PARTNERS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

16 Oct 2024|United Kingdom|Management Consulting

Target: GRANTIFY

Bidder: FARVIEW EQUITY PARTNERS

4 Service Providers

1 Target | 3 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

09 Dec 2024|United Kingdom|Asset Managers and Custodians

Target: SAVE & INVEST GROUP

Bidder: SKERRITTS

3 Service Providers

6 Dealmakers

n/a

Value

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