Announced
Completed
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.
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