Evercore to Acquire UK Advisory Firm Robey Warshaw

Mercer to Acquire UK Business of Fundhouse

June 15, 2025

Financial Services

Mercer, a business of Marsh McLennan, announced an agreement to acquire Fundhouse’s UK business, a London-based provider of investment advisory and model portfolio services. The deal aims to enhance Mercer’s capabilities and expand its presence in the UK wealth management sector, with Fundhouse’s founder-led leadership expected to remain in place. Closing is subject to regulatory approval and is expected in the third quarter of 2025.

Apax Funds to Acquire Evelyn Partners' Professional Services Business (rebranded S&W)

November 25, 2024

Accounting & Tax

Apax Funds, advised by Apax Partners LLP, has agreed to acquire the professional services business of Evelyn Partners. The acquired business will be rebranded S&W, operate from London as a standalone company focused on accountancy and advisory services, and will be supported by Apax to invest in technology, talent and pursue M&A to consolidate the fragmented UK mid-market.

NatWest Group Acquires Evelyn Partners Wealth Manager in £2.7 Billion Deal

February 9, 2026

Financial Services

NatWest Group has agreed to acquire UK wealth manager Evelyn Partners from owners Permira and minority investor Warburg Pincus in a deal valuing Evelyn Partners at £2.7 billion enterprise value. The transaction is expected to close in summer 2026, subject to customary regulatory approvals.

Verso Group (PE-backed) Acquires Everlong Wealth Limited

January 7, 2026

Financial Services

Verso Group, a Cairngorm Capital portfolio company, has acquired Everlong Wealth Limited, a Midlands-based chartered financial planning firm. The add-on deal expands Verso's adviser network and strengthens its presence and capabilities across the Midlands.

Roboyo Acquires Lean Consulting and WeMake

September 1, 2022

IT Services

Roboyo has acquired Lean Consulting (UK) and WeMake (Portugal) to strengthen its consulting, training, BPM implementation and cybersecurity capabilities. The add-ons, supported by Roboyo's private equity backer MML Capital, expand Roboyo's geographic footprint and bring the group's headcount to over 500 across multiple countries.

Warburg Pincus Invests in Everise; Everstone Exits as Brookfield Remains Partner

October 3, 2023

Healthcare Services

Warburg Pincus has agreed to invest in Everise, joining existing investor Brookfield Business Partners and valuing the company at around $1 billion. Everstone Group will exit its investment; the capital will support Everise’s continued growth, expansions and M&A initiatives. The company is headquartered in the United States and employs over 19,000 people across eight markets.