Overview
A&B was a leading professional IFA business dealing with the clients of many of London’s leading law firms.
The founder of A&B was seeking to retire.
Aegon UK was seeking to develop an IFA business through the acquisition of several top quality IFA businesses.
Significance
The transaction helped create a broadly based IFA platform for Aegon in the UK and enabled the chairman to retire.
Our Role
Acted as strategic advisors to A&B which led to it advising its shareholders on the competitive sale of the business to Aegon.
Transaction Map
Counterparty
Client