Announced
Completed
Financials
Sources
Tags
financial planner
Diversified Financials
Completed
Domestic
Private
Majority
Single Bidder
United Kingdom
Acquisition
Friendly
Synopsis
Progeny, a professional services firm, completed the acquisition of Lewis Brownlee Financial Services, a financial services provider. Financial terms were not disclosed. “This is an exciting time for both us and our clients. Joining Progeny will allow us to continue to flourish while remaining loyal to our founding principles and the ethics and values we have worked hard to embed in the business. Becoming part of a multi-disciplinary professional services firm will also allow us to increase the range of services we offer, bringing a new scale and scope that will present fresh opportunities for our clients and our team members," Steve Burns, Lewis Brownlee Financial Services Managing Director.
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