The Michelmores Corporate team has advised Succession on its latest acquisitions of two more firms from its affiliated membership, taking the number of businesses acquired by Succession so far in 2017 to four.
The acquisitions of Equity Invest and Paul Jones Financial Services for a total consideration of £4m bring the total number of firms acquired by Succession over the last three years to 36.
Associate Francesca Hubbard and Partner Henry Taylor advised Succession on the two transactions.
Francesca Hubbard commented:
“Once again it has been great to work with the whole of the Succession team on these strategic transactions, as they continue to implement their plan to create the UK’s largest independent wealth management business.”
Wimbledon-based Equity Invest Ltd was named Best Boutique Ethical Investments Firm in 2016.
With offices in Southampton and the Isle of Wight, Paul Jones Financial Services began working with Succession in 2015.