Tracked deals
5
5 tracked deals across 2021-2024.
Operating Company
Financial Services
Wren Sterling
United Kingdom
Nationwide independent financial planning business with multiple UK offices providing savings, investments and retirement planning, financial advice and wealth management for clients and also services for businesses.
- Focus Areas
- Financial Planning, Wealth Management, Retirement Planning
- Website
- www.wrensterling.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
3 buyout · 2 addon
Wren Sterling Acquisition Volume by Year
Last 3 years
Supporting Data
Recent Transactions
-
- Buyer
- Wren Sterling
- Target
- In Focus Group, In Focus, Certus, Hughes Carne
- Industry
- Wealth Management
- Location
- Hampshire, United Kingdom
- Type
- Buyout
Wren Sterling has completed the acquisition of the In Focus Group (comprising In Focus, Certus and Hughes Carne), bringing approximately £450 million of client assets and 2,500 clients into the Wren Sterling Group. Nine advisers and ten support staff have transferred to Wren Sterling and the In Focus Group’s Fareham office will become Wren Sterling’s new Solent office, strengthening the buyer’s presence across the south coast (Southampton, Portsmouth and surrounding area).
-
July 17, 2024
- Buyer
- Wren Sterling, JM Glendinning (part of JMG Group)
- Target
- Howe Maxted Financial Services, Howe Maxted General Insurance
- Seller
- Howe Maxted Group
- Industry
- Financial Services
- Location
- Kent, United Kingdom
- Type
- Buyout
Wren Sterling has acquired Howe Maxted Financial Services, adding around 500 client families and expanding the firm's presence in Kent (Sidcup). The Howe Maxted Group's general insurance business is being sold separately to JM Glendinning.
-
May 28, 2024
- Buyer
- Wren Sterling
- Target
- TW Financial Planning Limited
- Industry
- Financial Services
- Location
- Staffordshire, United Kingdom
- Type
- Buyout
Wren Sterling has acquired TW Financial Planning Limited, a Newcastle-under-Lyme-based advisory firm with three financial planners that services over 750 households and manages approximately £265 million in client assets. The acquisition expands Wren Sterling's national office network into the West Midlands and aims to retain the TW team while leveraging Wren Sterling's technology, central resources and Investment Committee to support future growth.
-
- Buyer
- Wren Sterling Group
- Target
- Critchleys Financial Planning LLP
- Industry
- Wealth Management
- Location
- Oxfordshire, United Kingdom
- Type
- Addon
Wren Sterling Group has acquired Oxford-based Critchleys Financial Planning LLP, bringing approximately 300 households and about £150 million of assets under advice into Wren Sterling. The deal creates a new Oxfordshire hub for Wren Sterling and is a bolt-on acquisition aligned with the firm's strategy to expand its regional hubs and grow AuM following its Lightyear Capital-backed secondary management buyout.
-
- Buyer
- Wren Sterling
- Target
- Sentinel Private Clients Limited, Bookeeping Administration Services Ltd (BKASL), Rothesay Intelligent Financial Services Ltd
- Industry
- Wealth Management
- Location
- United Kingdom
- Type
- Addon
Wren Sterling completed three acquisitions in the first half of 2021, buying Sentinel Private Clients Limited (Warwickshire), Bookeeping Administration Services Ltd (Cardiff) and Rothesay Intelligent Financial Services Ltd (Bedfordshire). The deals add roughly £294m of client assets and about 550 clients to Wren Sterling as it continues a roll-up strategy supported by acquisition funding partner DunPort Capital Management.
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