St. James's Place acquires Baxter & Lindley
Dyer Baade & Company acted as lead financial adviser to Baxter & Lindley Financial Services Ltd. in relation to their sale to St. James’s Place.
Transaction Overview
Deal Type: Acquisition
Industry/Sector: IFA/Wealth Management
Size: Not disclosed
Year: 2019
Mandate: Lead Buy-side adviser
Lead Partner:
Stuart Dyer
Mobile: +44 7881 220426
Email: stuart.dyer@dyerbaade.com
Read Bio >
Baxter & Lindley is a leading Independent Financial Planning firm based in Hertfordshire. The firm provides holistic financial planning solutions.
St. James’s Place is a FTSE-100 wealth management business delivering personalised advice to over 730,000 clients with £117bn in funds under management.
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.