Cambridge Investment Research Acquires Dempsey Lord Smith

Wealth Enhancement Group Acquires Dempsey Investment Management

September 11, 2025

Wealth Management

Wealth Enhancement Group has acquired Dempsey Investment Management, a South Burlington, Vermont registered investment adviser overseeing over $150 million in client assets. The acquisition expands Wealth Enhancement’s presence in the Northeast and brings Donald F. Dempsey Jr. and his client relationships into Wealth Enhancement’s national wealth management platform.

Simplicity Group Holdings Acquires The Dempsey Companies

September 18, 2023

Insurance

Simplicity Group Holdings, Inc. has acquired The Dempsey Companies, a nationally recognized insurance brokerage comprised of Dempsey Associates and Dempsey Financial Network. Kay Dempsey and her team will join Simplicity as partners, enhancing Simplicity's life insurance distribution capabilities and expanding resources for financial advisors serving high-net-worth clients.

Socium Group (backed by Penta Capital) Acquires Charles Cameron & Associates

August 2, 2021

Financial Services

Socium Group, backed by private equity firm Penta Capital, has acquired London-based mortgage broker Charles Cameron & Associates from Lonsdale Capital Partners. Lonsdale generated a 2.5x return on its investment after growing CC&A's revenue and adviser base; Socium plans to roll the business into its national IFA/mortgage hub build-out while keeping the existing management team in place.

Sovereign Capital Partners Backs Skerritts in £55m Wealth Management Investment

March 10, 2021

Wealth Management

Sovereign Capital Partners has invested £55m to back Skerritts, an independent financial advisory and wealth management firm headquartered in Hove, England. The investment will partner the existing management team to accelerate organic growth and fund an acquisitive "buy & build" strategy to expand Skerritts' geographic footprint and capabilities.

Dakota Wealth Management Acquires C2C Wealth Management

January 2, 2024

Wealth Management

Dakota Wealth Management has acquired C2C Wealth Management, LLC, an SEC-registered investment adviser based in Mansfield, Massachusetts that manages approximately $350 million in client assets (and advises on an additional $550 million). Founder Louis Delle Valle and client services associate Carol Donnelly will join Dakota; the deal creates Dakota's third Massachusetts office and expands the firm's national footprint to 14 offices across nine states.

Verso Wealth Management Acquires Campbell Thomson Insurance Services

August 18, 2022

Wealth Management

Verso Wealth Management, a portfolio company of Cairngorm Capital Partners LLP, has acquired Campbell Thomson Insurance Services Limited, marking Verso's fifth acquisition and its first in Scotland. The deal expands Verso's advisory footprint into Glasgow, brings Campbell Thomson's ~£315 million of advised assets under management onto the Verso platform, and increases the platform's total AUM to over £1 billion.