Selected
Transactions

Dyer Baade & Company has built a reputation as the long-term trusted adviser to CEOs, Entrepreneurs and Investors, having advised on some of the most successful private market transactions in the sector.

Selected Transactions

Aberdeen sells financial planning business to Ascot Lloyd .png

Kestrel Capital announces investment from IK Partners.png

Shackleton acquires Save and Investpng.png

Praxis Group acquires sandshore..png

Clifton Asset Management announces investment from CBPE Capital.png

Skerritts ecquires Ellis Bates Finacial advisers.png

Ascot Lloyd acquires Whitechurch Security Ltd.png

Skerritts acquires Black Swan.png

Skerritts acquires KMG .png

7im acquires Amicus Wealth.png

Skerritts acquires Chadwicks.png

Soderberg and Partners aquires Timothy James & Partners from Waverton Investment Management.png

TITAN acquires Ravenscroft Investments UK Ltd from Ravencroft Holding Ltd.png

HARBOR subsidiary of Publicis Groupe acquires CHEAT.png

Ascot Lloyd acquires Gee and Watson Wealth Management.png

Ascot Lloyd acquires Affinity Integrated Wealth Management.png

Ascot Lloyd aquires MONTAGE wealth management.png

Clifton Asset Management Plc raises Debt through Boost & Co.png

Cooper Street Capital acquires One Four Nine Group.png

Oaktree acquires Sanlam Wealthsmiths.png

Ascot Lloyd acquires Central Investment .png

Close Brothers Asset Management acquires PMN Financial Management.png

Perspective acquires Prolific.png

Waverton Investment Management acquires Cornerstone Asset Management.png

Elevation Financial Group raises Debt through Shawbrook Bank.png

Ascot Lloyd acquires ebc.png

Ascot Lloyd acquires Ring Associates .png

Apiary Capital acquires Radiant financial group.png

Ascot Lloyd acquires Calculis Chartered Financial Planners.png

Ascot Lloyd acquires Gregory Adam Financial Management Ltd.png

Ascot Lloyd acquires Fitzroy Wealth Management.png

Confidentail Client acquires auction technology group .png

Ascot Lloyd acquires French and Associates ltd.png

Ascot Lloyd acquires Harrington Wood.png

Ascot Lloyd acquires prest financial planning.png

Confidential client acquires Perspective .png

Arrange strategic M&A assessment