The Marygold Companies Acquires Tiger Financial & Asset Management Limited

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

May 1, 2024

Financial Services

Marygold & Co. (UK) Limited, a wholly owned UK subsidiary of The Marygold Companies, Inc., has acquired Step-By-Step Financial Planners Limited, a Rugeley, Staffordshire-based financial advisory firm with approximately US$33.7 million (£27 million) in assets under management. Kevin Pratt and his team will remain with the business; terms of the transaction were not disclosed. The deal expands Marygold's UK wealth management footprint as part of its broader fintech-enabled strategy.

The Marygold Companies Acquires 7.95% Stake in Midland Capital Holdings Corporation

October 24, 2024

Financial Services

The Marygold Companies, Inc. (NYSE American: MGLD) purchased a 7.95% ownership position in Delaware-based Midland Capital Holdings Corporation (MCHC) for $1.8 million, and also received warrants to buy additional shares. MCHC's principal operating entity is Midland Federal Savings and Loan Association, headquartered in Bridgeview, Illinois; Marygold says the investment supports its strategy of expanding in financial services/fintech and will help enhance the bank's offerings and technology.

Begbies Traynor Group Acquires MAF Finance Group

May 10, 2021

Financial Services

Begbies Traynor Group plc has acquired finance broker MAF Finance Group (formerly Midlands Asset Finance) in a transaction worth up to £11.75 million. MAF — a South Normanton, Derbyshire–based team of 46 finance specialists that arranged over £150 million of finance last year — will continue trading under the MAF brand as a ringfenced broker within Begbies, expanding Begbies Traynor’s financing advisory and broking capabilities nationwide.

Aspen Standard Wealth Acquires MG Financial ( $1.1B AUM )

August 7, 2025

Wealth Management

Aspen Standard Wealth has acquired MG Financial, a Braintree, Massachusetts–based registered investment advisor with $1.1 billion in assets under management. The deal is the fourth acquisition for Aspen since launching in late 2024 and expands its permanent-platform model that preserves acquired RIAs’ identities while supporting growth.

Mercer Global Advisors Acquires Tufton Capital Management

May 15, 2025

Financial Services

Mercer Global Advisors, a national RIA majority‑owned by private equity firms, has acquired Hunt Valley, Maryland–based Tufton Capital Management. The deal expands Mercer’s footprint in the greater Washington, D.C./Mid‑Atlantic market and brings approximately $800 million of Tufton client AUM onto Mercer’s platform, increasing Mercer’s regional client assets to about $3 billion.

Kingswood Acquires Strategic Asset Managers Limited

November 15, 2022

Wealth Management

Kingswood has acquired Glasgow-based Strategic Asset Managers Limited, marking Kingswood’s first acquisition in Scotland and bringing the firm’s 2022 total to ten deals. The deal adds three advisors and approximately £200m of assets under advice, expanding Kingswood’s client-facing advisory team and regional presence across the UK and Ireland.