Beech Tree Private Equity Invests in Advanta Solutions
January 6, 2021
Beech Tree Private Equity has made a significant investment in Advanta Solutions to accelerate organic growth and fund a multi-acquisition strategy. The capital will support recruitment of additional advisers, expansion of Advanta Wealth’s services (including mortgage and insurance brokerage) and target acquisitions of owner-managed financial advisory firms; Beech Tree directors have joined the Advanta board.
- Buyers
- Beech Tree Private Equity
- Targets
- Advanta Solutions
- Industry
- Wealth Management
- Location
- England, United Kingdom
- Transaction Type
- Growth capital
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