KKR and TA Associates-backed Söderberg & Partner completed the acquisition of a minority stake in Francis Clark Financial Planning.

Synopsis

KKR and TA Associates-backed Söderberg & Partners, a Swedish-founded financial services group providing wealth management and corporate insurance services, completed the acquisition of a minority stake in Francis Clark Financial Planning, a UK-based financial advisory firm. Financial terms were not disclosed.

Principals

target

Francis Clark Financial Planning

bidder

Soderberg & Partners

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Market Context

MergerLinks - KKR and TA Associates-backed Söderberg & Partner completed the acquisition of a minority stake in Francis Clark Financial Planning.