Marygold & Co. (UK) Acquires Step-By-Step Financial Planners Limited

The Marygold Companies Acquires Tiger Financial & Asset Management Limited

June 21, 2022

Financial Services

The Marygold Companies, Inc. (through its subsidiary Marygold & Co. (UK) Limited) completed the acquisition of U.K.-based investment adviser Tiger Financial & Asset Management Limited for £1.5 million in cash plus net current assets (~£863,977), for an aggregate consideration of approximately US$3.0 million. The deal gives Marygold an initial U.K. regulatory foothold and approximately £42 million in assets under advice; Tiger founder Keith Halford and his team will remain with the business.

Wren Sterling Acquires TW Financial Planning Limited

May 28, 2024

Financial Services

Wren Sterling has acquired TW Financial Planning Limited, a Newcastle-under-Lyme-based advisory firm with three financial planners that services over 750 households and manages approximately £265 million in client assets. The acquisition expands Wren Sterling's national office network into the West Midlands and aims to retain the TW team while leveraging Wren Sterling's technology, central resources and Investment Committee to support future growth.

Evergreen Services Group Acquires The Final Step

September 2, 2023

IT Services

Evergreen Services Group, a permanent-capital holding company for managed IT services and software businesses, has acquired The Final Step (TFS), a London-based managed service provider. TFS will operate independently within Evergreen’s MSP partner portfolio as founder Raja Pagadala moves into a chairman role and Luisa Marques becomes Managing Director to support Evergreen’s UK expansion.

Morningstar Acquires PlanPlus Global

March 3, 2020

Software

Morningstar, Inc. has agreed to acquire PlanPlus Global, a Toronto-based financial-planning and risk-profiling software provider. The deal (terms undisclosed) is intended to expand Morningstar's financial-planning capabilities and integrate PlanPlus's FinaMetrica Profiler and ProPlanner products into Morningstar's advisor-facing offerings; the transaction was expected to close in the second quarter of 2020.

Global Wealth Management Acquires Gulf Coast Financial Planning

May 1, 2025

Wealth Management

Global Wealth Management (GWM) has acquired Gulf Coast Financial Planning (GCFP), adding more than $150 million in assets under advisement and expanding GWM’s presence to Florida’s West Coast with a new Lakewood Ranch office. Kurt Stahl, founder of GCFP, will join GWM and continue serving his clients from the same office, leveraging GWM’s resources and technology.

Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms

April 1, 2025

Wealth Management

Perspective Financial Group Ltd has completed nine acquisitions of local UK financial planning and wealth management practices — Square One Wealth Management; Barrie Hough Financial Services; Select Financial Solutions; Friendly Wealth Management; Clarendon Financial Planning; Clarendon FP LLP; Chapter Wealth Management; Paul Horton Financial Solutions; and Inspirational Financial Planning. The deals add approximately £900 million of assets under advice, 2,100 households and four new offices, as Perspective continues a roll-up strategy to scale its advisory platform and absorb regulatory/administrative costs for smaller practices.