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Announced

1 Nov 2022

Completed

1 Nov 2022

Wealth At Work completed the acquisition of The Wellness Crew.

Synopsis

Wealth At Work, a financial wellbeing and retirement specialist, completed the acquisition of The Wellness Crew, a provider of fiancial education and financial planning services. Financial terms were not disclosed.

Principals

target

The Wellness Crew

bidder

Wealth At Work

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Market Context

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Bidder Team (12)

ivor banim

Partner at William Fry

Lawyer

bidder

Deals

£ 1.40 B

Total Value

rachel fox

Partner at William Fry

Lawyer

bidder

Deals

£ 7.51 B

Total Value

maire o'neill

Partner at William Fry

Lawyer

bidder

Deals

£ 1.02 B

Total Value

alex needham

Trainee at William Fry

Lawyer

bidder

Deal

n/a

Total Value

alfie fitzgerald

Trainee at William Fry

Lawyer

bidder

Deals

£ 299 M

Total Value

david cassidy

CEO at WEALTH AT WORK LIMITED

Manager

bidder

Deals

n/a

Total Value

eilís quinlivan

Trainee Solicitor at William Fry

Lawyer

bidder

Deals

£ 198 M

Total Value

nicola corrigan

Senior Associate at William Fry

Lawyer

bidder

Deals

£ 46 M

Total Value

jeff greene

Partner at William Fry

Lawyer

bidder

Deals

£ 9.48 B

Total Value

darragh larkin

Trainee Solicitor at William Fry

Lawyer

bidder

Deals

£ 1.17 B

Total Value

pauline foster

Associate at William Fry

Lawyer

bidder

Deals

£ 20 M

Total Value

ian murray

Partner at William Fry

Lawyer

bidder

Deals

£ 579 M

Total Value

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