.
MergerLinks Header Logo

New Deal


Announced

Completed

Kingswood completed the acquisition of BasePlan.

Synopsis

Kingswood, a wealth and investment management group, completed the acquisition of BasePlan, a retirement planning advice firm. Financial terms were not disclosed. "We are delighted that we have now received regulatory approval to complete the acquisition of Base Plan Limited. We acquired MMPI in March 2023 with the intention of identifying acquisition opportunities to help scale the business. We see the Irish market as rich in opportunity and hope to further add to our MMPI business in the near future," David Lawrence, Kingswood Group CEO.

Show Details & Financials

Market Context

Sort

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