.
MergerLinks Header Logo

New Deal


Announced

Completed

Seven Investment Management completed the acquisition of Partners Wealth Management.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Sources

Edit

Tags

Edit

Asset Managers and Custodians

Completed

Domestic

Majority

Private

Friendly

United Kingdom

Single Bidder

financial planning

Acquisition

Private Equity

Synopsis

Edit

Seven Investment Management, an investment management business, completed the acquisition of Partners Wealth Management, a London-based financial planner. Financial terms were not disclosed. The deal creates a group with a combined AUM of approximately £17bn, employing over 400 people and providing a range of investment and financial planning services.

Search a database of more than 250,000 verified dealmakers

Receive automated updates on global transactions

Follow the activity, relationships and transactions of top dealmakers

No credit card required

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US