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New Deal


Announced

Mattioli Woods to acquire Maven Capital Partners and Ludlow Wealth Management.

Financials

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

Tags

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Private Equity

Friendly

Private

Majority

Domestic

Acquisition

Pending

Single Bidder

Private Equity

private equity

United Kingdom

Synopsis

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Mattioli Woods, a provider of wealth management and employee benefit services, agreed to acquire asset management firms Maven Capital Partners and Ludlow Wealth Management. Financial terms were not disclosed. "The acquisitions of Maven and Ludlow Wealth Management represent meaningful progress towards our ambitious medium-term goals. We have a strong track record of combining like-minded businesses that share the same culture and ethos of putting clients first. The teams at Maven and Ludlow Wealth Management share our passion for delivering exceptional client outcomes and going the extra mile," Ian Mattioli, Mattioli Woods CEO.

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