Announced

Completed

Lee Equity Partners-backed Shackleton Advisers completed the acquisition of Chetwood Group.

Synopsis

Lee Equity Partners-backed Shackleton Advisers, a UK-based wealth consolidator and financial adviser firm, completed the acquisition of Chetwood Group, a UK-based wealth management firm, which consists of Chetwood Wealth Management, Chetwood Investment Management, Chetwood Private Wealth, Ermin Fosse Financial Management, and Darnells Wealth Management. Financial terms were not disclosed. “At Shackleton, we bring together the most respected, professional financial advice practices and unite them under one approach and one set of values and I am really pleased that Chetwood Wealth Management and all group firms are joining us to strengthen our presence in the South West. I have been working with Mark, George and Richard closely over the last couple of months and I am excited about the wealth of experience and expertise they will be bringing to our team,” Paul Feeney, Shackleton Advisers Chief Executive Officer.

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MergerLinks - Lee Equity Partners-backed Shackleton Advisers completed the acquisition of Chetwood Group.