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

Skerritts Acquires Ellis Bates Financial Advisers

September 30, 2024

Wealth Management

Skerritts, the Sovereign Capital Partners-backed UK wealth management group, has agreed to acquire Harrogate-based Ellis Bates Financial Advisers, with the transaction completing on 30 September 2024. The deal brings over 3,500 clients and more than £1 billion of AUM to the Skerritts Group (raising group AUM to £3.5 billion) and strengthens Skerritts' presence in the North of England as part of its buy-and-build strategy.

Sovereign Capital Partners Invests in AquaQ Analytics

May 6, 2021

Data & Analytics

Sovereign Capital Partners has completed a significant investment in AquaQ Analytics, a Belfast-based specialist data analytics and data science services firm that supports global financial institutions. The investment will partner with AquaQ's founders and management to expand the company's international presence and broaden its data analytics and software service offerings.

Sovereign Capital Partners Backs MBO of Actica Consulting

April 6, 2022

IT Services

Sovereign Capital Partners has completed a management buyout investment in Actica Consulting, a Guildford-based digital transformation and cyber security consultancy. The PE backing will support management-led growth both organically and via selective add-on acquisitions, while founders have reinvested and will remain on the board as non-executive directors.

Sovereign Capital Partners Invests in Bioscript

March 4, 2021

Healthcare Services

Sovereign Capital Partners has completed a significant investment in Bioscript, a Macclesfield-based medical communications and regulatory writing agency, partnering with the management team to accelerate growth. The capital will support service development and geographic expansion as Bioscript looks to grow its UK and international presence.

Titan Wealth Acquires Global Prime Partners and Tavistock Wealth with backing from Maven UK Regional Buyout Fund

June 23, 2021

Wealth Management

Titan Wealth, backed by the Maven UK Regional Buyout Fund (Maven Capital Partners), has acquired Global Prime Partners (GPP) and Tavistock Wealth. The deals—subject to regulatory approval—add custody, execution and discretionary fund management capabilities and will give Titan about £3 billion of assets under management across its platforms.

Rockefeller Capital Management Acquires Spearhead Capital's Wealth Management Business (Bostwick Walters Group)

June 6, 2022

Financial Services

Rockefeller Capital Management has acquired the wealth management business of Spearhead Capital and will operate the team as The Bostwick Walters Group. The team of 12 professionals serves roughly 70 families with more than $1.5 billion in client assets and will join Rockefeller's Southeast Division.