Craven Street Wealth to acquire financial planning division from Punter Southall.

Synopsis

Craven Street Wealth, a corporate finance business specialising in M&A,, agreed to acquire financial planning division from Punter Southall, a expert advisory and professional services firm. Financial terms were not disclosed.

Principals

target

Punter Southall (financial Planning Business)

bidder

Craven Street Wealth

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Market Context

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Bidder Team (1)

tom barnett

Managing Director at CRAVEN STREET WEALTH

Manager

bidder

Deal

n/a

Total Value

Vendor Team (4)

sarah hawkins

CEO at PUNTER SOUTHALL

Manager

vendor

Deal

n/a

Total Value

hannah kendrick

Partner at Squire Patton Boggs

Lawyer

vendor

Deals

£ 207 M

Total Value

joshua astill-headley

Partner at Squire Patton Boggs

Lawyer

vendor

Deals

£ 37 M

Total Value

mark hardy

Corporate Solicitor at Squire Patton Boggs

Lawyer

vendor

Deals

n/a

Total Value

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