BK Plus Acquires Walker Moyle and Pooleys Chartered Accountants

Palatine Takes Minority Stake in BK Plus

September 28, 2023

Accounting & Tax

Palatine has acquired a significant minority shareholding in Midlands-headquartered accountancy firm BK Plus to support the firm's buy-and-build expansion. BK Plus, founded in 2021, has completed 12 acquisitions, operates more than 10 offices and employs approaching 300 staff; Palatine will back further national growth and value enhancement initiatives.

BK Plus Acquires K J Watkin & Co.

April 29, 2024

Accounting & Tax

BK Plus, a UK accounting and financial advisory firm, has acquired K J Watkin & Co., an independent insolvency practice based in Aldridge led by Chris Moore. The acquisition strengthens BK Plus’s insolvency and restructuring capabilities and expands its regional presence in the West Midlands.

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.

BK Plus Acquires Abrams Ashton

January 31, 2024

Accounting & Tax

BK Plus has acquired St Helens-based accountancy practice Abrams Ashton, expanding BK Plus's footprint in the North West. The deal is the first add-on since BK Plus received investment from private equity firm Palatine in September 2023; Abrams Ashton's partners will remain in place and the practice will continue to operate from its St Helens offices.

Waverly Advisors Acquires Buckingham Advisors

November 8, 2024

Wealth Management

Waverly Advisors has acquired Buckingham Advisors, a Dayton, Ohio-based investment advisory firm, adding Jay Buckingham and a 38-person team and approximately $900+ million in AUM. The deal (closed November 8, 2024) expands Waverly’s Ohio footprint by four locations, increases Waverly’s AUM to about $15.5 billion, and brings new tax preparation and business services into Waverly Business Services.

PIB Group Acquires BK Insurance Brokers

February 17, 2020

Insurance

PIB Group Limited has acquired BK Insurance Brokers, an independent Croydon-based insurance brokerage established in 1981. The business will join PIB’s Specialty division with all existing staff retained and will be led by Paul Denton as Managing Director, supporting PIB’s continued acquisition-driven growth strategy.