Announced
Completed
Synopsis
Shackleton, a chartered wealth manager backed by Sovereign Capital Partners, a private equity firm, completed the acquisition of IM Asset Management, a financial planning and investment advisory firm, and TWP Wealth, an independent financial planning company, from Irwin Mitchell Group, a law firm. Financial terms were not disclosed. "We are delighted to welcome the highly experienced IMAM and TWP teams to the Shackleton Group. Indeed, we are excited to be creating a new division which brings additional skill sets to our bench of financial planning and wealth management capabilities, and strengthens our presence in Yorkshire and the North West of England. Importantly, the creation of this new division aligns with the core values that sit at the heart of our company – caring, respectful, fair, dependable and courageous." Paul Feeney, Shackleton CEO.
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