Dyer Baade advises Aberdeen on the sale of Aberdeen Financial Planning to Ascot Lloyd
Dyer Baade & Company acted as financial adviser to Aberdeen on the agreed sale of its financial planning business, Aberdeen Financial Planning, to Ascot Lloyd.
Dyer Baade & Company is pleased to announce that it has acted as financial adviser to Aberdeen Group plc on the agreed sale of Aberdeen Financial Planning to Ascot Lloyd (full press release). The transaction represents a further step in Aberdeen’s strategic repositioning, simplifying the Group and sharpening its focus on its core businesses.
Transaction overview
Aberdeen has agreed to sell its UK financial planning business, Aberdeen Financial Planning, to Ascot Lloyd, one of the UK’s established national financial advice firms.
The disposal forms part of Aberdeen’s broader strategy to streamline operations and concentrate on scalable core platforms, including its investments business and adviser solutions.
Aberdeen Financial Planning is a well-established advice business with a strong client proposition and experienced adviser base. The acquisition supports Ascot Lloyd’s continued growth and expansion of its national footprint.
Client: Aberdeen Group plc
Business: Aberdeen Financial Planning
Buyer: Ascot Lloyd
Sector: Wealth Management / Financial Planning
Dyer Baade role: Financial adviser to Aberdeen
A disciplined approach to complex divestments
Corporate carve-outs and divestments in the financial planning sector require a high degree of precision. Outcomes are driven not only by buyer appetite, but by how effectively the business is positioned, the competitive tension created, and the process discipline applied throughout.
In this transaction, Dyer Baade worked closely with Aberdeen to:
Position the business clearly to the right universe of strategic buyers
Manage a structured and competitive process
Navigate the complexities of a corporate divestment environment
Support negotiations through to agreed terms
The result is a transaction that aligns with Aberdeen’s strategic objectives while enabling the business to transition to a new long-term owner.
Sector expertise in wealth management M&A
Dyer Baade advises shareholders, corporates and private equity investors on transactions across the wealth management and financial planning sector. Our advisory work includes:
Sell-side M&A mandates
Corporate divestments and carve-outs
Private equity exits
Strategic acquisitions
Valuation and positioning strategy
End-to-end process execution
We combine deep sector expertise with a highly structured approach to M&A processes - designed to maximise strategic outcomes in competitive and evolving markets.
Dyer Baade comment
Dr. Daniel Baade, CEO, Dyer Baade & Company commented: “We are pleased to have advised Aberdeen on this transaction. The sale of Aberdeen Financial Planning reflects continued strategic activity in the UK advice market and highlights the importance of a well-structured and disciplined M&A process.”
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