Dyer Baade acted as exclusive financial to Waverton on sale of Timothy James & Partners to Soederberg & Partners
Dyer Baade & Company acted as exclusive financial adviser on a strategic divestment in UK wealth management
Dyer Baade & Company is pleased to announce that it has acted as exclusive financial adviser to Waverton Investment Management on the sale of its stake in Timothy James & Partners to a Nordic wealth management group Soederberg & Partners - backed by Private Equity firms KKR and TA Associates.
The transaction highlights continued cross-border activity and investor demand in private equity and strategic wealth management deals in the UK, particularly for high-quality financial planning businesses.
Transaction overview: UK wealth management M&A and private equity dynamics
A Nordic wealth management group has acquired Waverton’s stake in Timothy James & Partners (TJP), a UK-based financial planning business with a strong client proposition and growth trajectory.
The transaction reflects broader trends in UK wealth management M&A, where both private equity-backed platforms and international strategic buyers are actively acquiring UK advice businesses to scale their presence.
TJP represents an attractive asset within this landscape, benefiting from strong recurring revenues, client relationships and positioning within a consolidating market.
Seller: Waverton Investment Management
Business: Timothy James & Partners
Buyer: Nordic wealth management group
Sector: Wealth Management / Financial Planning
Geography: United Kingdom / Cross-border
Transaction type: Strategic divestment
Dyer Baade role: Exclusive financial adviser to Waverton
Advising on competitive and cross-border wealth management transactions
Divestments of minority stakes in financial planning businesses require careful positioning, particularly where multiple buyer types - strategic and financial - are active.
In this transaction, Dyer Baade leveraged its deep understanding of the UK wealth management sector and strong relationships across the private equity and strategic buyer community to run a focused and competitive process.
The outcome reflects both the continued demand for high-quality UK advice businesses and the importance of disciplined execution in achieving strategic objectives.
In this transaction, Dyer Baade acted as exclusive lead adviser:
Architected and executed a highly competitive process, engaging both international strategic buyers and financial investors active in UK wealth management
Positioned the stake in Timothy James & Partners as a scarce, high-quality asset within a consolidating market
Leveraged deep sector expertise to articulate the business’s strategic value to a diverse set of potential acquirers
Activated Dyer Baade’s network across private equity and international wealth managers to drive targeted buyer engagement
Created and maintained competitive tension throughout the process, ensuring strong interest from multiple credible counterparties
Controlled the flow of information and process dynamics to maintain negotiating leverage at each stage
Defined valuation parameters and transaction structure early, anchoring discussions from a position of strength
Led negotiations with interested parties, tactically managing dynamics to optimise terms for the seller
Coordinated all stakeholders, including shareholders and counterparties, to ensure alignment and momentum through to completion
Sector expertise: UK wealth management M&A
Dyer Baade advises corporates, shareholders and investors on wealth management and financial planning transactions across the UK, with particular expertise in private equity and strategic M&A.
We advise on:
Strategic divestments and minority stake sales
Private equity investments and exits
Cross-border transactions
Buy-and-build platform strategies
Long-term strategic M&A advisory
Our approach combines deep sector knowledge with a highly structured process - designed to maximise competitive dynamics and deliver strategic outcomes.
Sector expertise: advising on private equity wealth management transactions
Dyer Baade is a specialist adviser focused on wealth management and financial planning M&A in the UK, with deep expertise in private equity transactions and cross-border deals.
We advise on:
Private equity investments (majority and minority)
Founder exits and partial liquidity events
Buy-and-build platform strategies
Debt raises and capital structuring
Strategic M&A advisory over multi-year horizons
Our approach combines long-term strategic advice with highly disciplined transaction execution, ensuring clients are optimally positioned before entering a process.
Considering a private equity investment or exit in the UK wealth management sector?
If you are a shareholder or management team considering a private equity investment, partial exit or full sale, early preparation and the right advisory approach can materially influence the outcome.
Dyer Baade advises clients on building, positioning and executing transactions across the UK wealth management sector.
Speak to our team to discuss your options in confidence.