Announced

CBPE to invest in Clifton Asset Management.

Synopsis

CBPE, a private equity firm, agreed to invest in Clifton Asset Management, a wealth management and pensions administration firm. Financial terms were not disclosed. "We are delighted to welcome CBPE as our strategic investor. This partnership marks a transformative milestone in Clifton’s journey, building on the robust infrastructure we’ve created to deliver exceptional client outcomes within a strong compliance framework. CBPE’s proven track record in supporting high-growth financial services companies makes them the ideal partner for us. Our proprietary, technology-enabled platform and scalable operating model uniquely position Clifton to integrate quality financial advisory firms into our community. With CBPE’s expertise and financial backing, we are excited to accelerate our acquisition strategy while maintaining the high standards that have driven our success," Neil Greenaway, Clifton CEO.

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