Tracked deals
5
5 tracked deals across 2022.
Operating Company
Financial Services
Verso Wealth Management
London, United Kingdom
Integrated wealth management group offering financial advice and wealth management services for individuals, families, entrepreneurs, and corporate clients, building a national, tech-enabled digital advisory platform via acquisitions.
- Focus Areas
- Wealth management, Financial planning, Investment advisory
- Website
- versowealthmanagement.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
5 addon
Verso Wealth Management Acquisition Volume by Year
Last 1 years
Supporting Data
Recent Transactions
-
December 14, 2022
- Buyer
- Verso Wealth Management, Cairngorm Capital Partners LLP
- Target
- Heritage Independent Financial Advisers Limited
- Industry
- Wealth Management
- Location
- West Midlands, United Kingdom
- Type
- Addon
Verso Wealth Management, a portfolio company of Cairngorm Capital, has acquired Heritage Independent Financial Advisers Limited to expand Verso's presence in the Midlands. Heritage, founded in 2003 and based in Knowle, West Midlands, has a team of 17 and provides specialist financial advice to high-net-worth individuals, families and corporate clients.
-
December 14, 2022
- Buyer
- Verso Wealth Management, Cairngorm Capital Partners LLP
- Target
- IEP Financial Limited
- Industry
- Wealth Management
- Location
- East Sussex, United Kingdom
- Type
- Addon
Verso Wealth Management, a Cairngorm Capital-backed wealth management platform, has acquired IEP Financial Limited, a Hove-based financial advice firm with 34 staff and £525m of advised assets. The add-on expands Verso’s presence across the South East and increases group AUM to over £1.8 billion as part of Verso’s continued buy-and-build strategy.
-
- Buyer
- Verso Wealth Management, Cairngorm Capital Partners LLP
- Target
- Campbell Thomson Insurance Services Limited
- Seller
- Stewart Thomson, Euan Bottomley
- Industry
- Wealth Management
- Location
- Scotland, United Kingdom
- Type
- Addon
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.
-
March 14, 2022
- Buyer
- Verso Wealth Management, Cairngorm Capital Partners LLP
- Target
- CDC Wealth Management Limited
- Industry
- Wealth Management
- Location
- Tyne and Wear, United Kingdom
- Type
- Addon
Cairngorm Capital-backed Verso Wealth Management has acquired CDC Wealth Management Limited, expanding Verso's national wealth management network with a new hub in the North East. CDC, based in Sunderland with a team of about 10 and advising over £150m of client assets, will retain its four principal directors who will work with Verso's executive team to support regional growth and integration of investment propositions.
-
January 27, 2022
- Buyer
- Verso Wealth Management, Cairngorm Capital Partners LLP
- Target
- Pavis Financial Management Limited
- Industry
- Wealth Management
- Location
- England, United Kingdom
- Type
- Addon
Verso Wealth Management, a portfolio company of Cairngorm Capital Partners, has acquired Liverpool-based Pavis Financial Management Limited. The acquisition expands Verso's national footprint by creating a North West hub and adds scale to its digital wealth management group; Pavis will continue to be led by Quentin McCormick with founder/chair Bob Newton remaining part-time.
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