Kingswood Acquires Chalice and Majority Stake in Manhattan Harbor Capital (Forms Kingswood US)

Kingswood Acquires JCH Investment Management and Employee Benefit Solutions

November 3, 2022

Financial Services

Kingswood has agreed terms to acquire two UK bolt-on advisory businesses: JCH Investment Management (Lincolnshire) and Employee Benefit Solutions (Buckinghamshire). The deals add approximately £235m of assets under advice and three advisers, further expanding Kingswood’s geographic footprint and advisory capability as part of its ongoing roll-up strategy (JCH remains subject to regulatory approval).

Kingswood Acquires Strategic Asset Managers Limited

November 15, 2022

Wealth Management

Kingswood has acquired Glasgow-based Strategic Asset Managers Limited, marking Kingswood’s first acquisition in Scotland and bringing the firm’s 2022 total to ten deals. The deal adds three advisors and approximately £200m of assets under advice, expanding Kingswood’s client-facing advisory team and regional presence across the UK and Ireland.

Kingswood Holdings Acquires Admiral Wealth Management Limited

June 17, 2021

Financial Services

Kingswood Holdings, with backing from Pollen Street Capital, has agreed to acquire Admiral Wealth Management Limited for £4.0m subject to regulatory approval. The deal expands Kingswood's advisory team and client base — increasing assets under advice/management to £6.2bn and adding ~600 clients and £100m AUA from Admiral, a seven-person IFA based in North Lincolnshire.

World Investment Advisors Acquires Boston Harbor Wealth Advisors

July 25, 2024

Financial Services

Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.

Kingswood Capital Management Acquires Branding Iron Holdings

November 18, 2024

Food & Beverage

Kingswood Capital Management, LP has acquired Branding Iron Holdings, a Sauget, Illinois-based manufacturer of branded and private-label protein products (beef and pork) with facilities in Sauget, Rochester, and Sauk Rapids, Minnesota. Kingswood will partner with the existing management team—promoting Andy Touchette to CEO and adding John Niemann as Executive Chairman—to support growth and expand the company's manufacturing and customer capabilities across foodservice, retail and chain restaurant channels.

Grace Hill Acquires Kingsley Associates

January 21, 2020

Real Estate

Grace Hill announced the acquisition of Kingsley Associates on January 21, 2020, combining Grace Hill’s talent performance and training solutions with Kingsley’s customer insights, survey and benchmarking capabilities for the real estate industry. The deal is intended to connect resident and tenant insights to team performance, enhancing Grace Hill’s offerings for multifamily and commercial property managers, owners, and investors.