Ascot Lloyd acquires Montage Wealth Management (MWM)
Dyer Baade & Company acted as lead buy-side adviser to Ascot Lloyd in relation to their acquisition of Montage Wealth Management (MWM)
Transaction Overview
Deal Type: Acquisition
Industry/Sector: IFA/Wealth Management
Size: Not disclosed
Year: 2022
Mandate: Lead Buy-side adviser
Lead Partner:
Daniel Baade
Mobile: +44 7471 077086
Email: daniel.baade@dyerbaade.com
Read Bio >
MWM is an Independent Wealth Management firm based in Chelmsford, Essex. The firm offers services like Wealth Management, Portfolio Management, Pension Planning including Occupational Pension Transfers, Inheritance Tax Planning, and Investment Planning.
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 acted as lead buy-side adviser to Ascot Lloyd, leading the transaction from the initial bid to completion.
Daniel Baade, CEO of Dyer Baade & Company and lead on this transaction, concluded: “We are delighted to have supported Ascot Lloyd on this exciting investment. Montage Wealth Management is a business with great potential. We wish them all the best and look forward to seeing the business thrive going forward.”
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.