Ascot Lloyd acquires Newell Palmer
Dyer Baade & Company advised Ascot Lloyd on their acquisition of Newell Palmer. Newell Palmer is a leading midland-based independent financial advisory firm with more than £1.3bn of assets under advice.
Transaction Overview
Deal Type: Acquisition
Industry/Sector: IFA/Wealth Management
Size: Not disclosed
Year: 2018
Mandate: Lead Buy-side adviser
Lead Partner:
Stuart Dyer
Mobile: +44 7881 220426
Email: stuart.dyer@dyerbaade.com
Read Bio >
Ascot Lloyd is one of the UK’s leading national firms of independent financial advisers. To support their goal, they continue to grow organically and through acquisitions of efficient, service-oriented IFAs across the country. By following this growth strategy, Ascot Lloyd has become one of the largest and fastest-growing independent financial adviser firms in the country.
Dyer Baade & Company specialise in transactions in the IFA/wealth management space. Read more about our expertise here.
About Dyer Baade & Company
Dyer Baade & Company is an independent corporate finance boutique. We are M&A specialists in financial services and other complex sectors advising entrepreneurs & business owners, private equity & financial investors as well as trade buyers & strategic investors. For more information go to dyerbaade.com.