St. James's Place acquires Baxter & Lindley

Written By Guest User
 

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.

 
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