Skerritts Acquires Ellis Bates Financial Advisers

Sovereign Capital Partners Backs Skerritts in £55m Wealth Management Investment

March 10, 2021

Wealth Management

Sovereign Capital Partners has invested £55m to back Skerritts, an independent financial advisory and wealth management firm headquartered in Hove, England. The investment will partner the existing management team to accelerate organic growth and fund an acquisitive "buy & build" strategy to expand Skerritts' geographic footprint and capabilities.

Marlowe plc Acquires Ellis Whittam from LDC

October 29, 2020

Professional Services

Marlowe plc has acquired Cheshire-based employment law and HR services provider Ellis Whittam from LDC, marking LDC's exit after a four-year minority investment. Ellis Whittam — which provides employment law, HR and safety compliance subscription services to over 35,000 UK employers — will retain its brand and CEO Gavin Snell as it becomes Marlowe's platform for growth in employment law, HR and safety compliance.

BK Plus Acquires Atkins Ferrie

March 19, 2024

Accounting & Tax

BK Plus, a UK accountancy firm backed by Palatine Private Equity, has acquired Atkins Ferrie, a Cornish accountancy and business advisory practice based in Helston, Cornwall. The deal represents an add-on to BK Plus’s platform aimed at expanding its geographic presence in the South West and broadening its SME advisory footprint.

Mercer Advisors Acquires Starks Financial Group, Inc.

July 6, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based national RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Starks Financial Group, a women-founded financial planning and wealth management firm in Asheville, North Carolina with approximately $250 million AUM. The deal expands Mercer’s Southeast presence, adds talent and client relationships, and provides a succession path for Starks’ founders.

ITM Communications (backed by Aliter) Acquires Bates IT

May 13, 2024

IT Services

Aliter Capital has provided capital from its Aliter Capital II fund to support portfolio company ITM Communications in the acquisition of Bates IT, an Essex-based specialist ICT provider to the UK healthcare sector. Bates IT will join ITM’s group to help build a specialist healthcare practice and expand the platform’s nationwide critical network and managed ICT services footprint; the company’s principal shareholders Barry and Christopher Fuller are working with the group on the transition.

BARBRI (Leeds Equity Portfolio) Acquires Kaplan Altior

December 2, 2019

Education

BARBRI, a Leeds Equity Partners portfolio company, acquired Kaplan Altior (Altior), a U.K. legal training provider, from Kaplan Professional U.K. and Ireland. The add-on expands BARBRI's UK legal training capabilities—including SRA-approved PSC, Trainee Litigation Programme and SQE preparation—and broadens its law firm client relationships in the U.K.