Transaction Summary

Dyer Baade & Company has built a strong track record of supporting CEOs, Founders and Investors on achieving market leading results.

We operate across sectors, international borders and with a particular sweet spot on deals with values between £20-200m.

Selected Transactions

Aberdeen sells financial planning business to Ascot Lloyd

Kestrel Capital announces investment from IK Partners

Announcement of M&A and PE involvement in 2024, with key companies Shackleton, Sovereign Capital Partners, and Save & Invest, by Dyer Baade & Company.

A promotional graphic for Dyer Baade & Company showing that Sandsure is a lead sell-side adviser to Praxis.

Clifton Asset Management announces investment from CBPE Capital

Text-based announcement about M&A PE involvement in 2024, announcing Skerritts as a lead buy-side adviser to Sovereign Capital Partners for the acquisition of Ellis Bates, a financial advisory firm, by Dyer Baade & Company.

Ascot Lloyd acquires Whitechurch Security Ltd

Text-based announcement about M&A and private equity involvement in 2024, highlighting Skerritts as a lead buy-side adviser for Sovereign Capital Partners in their acquisition of Black Swan Financial Planning, with Dyer Baade & Company.

A financial advertisement for AMICUSWEALTH, a portfolio company of Caledonia Investments, announced in 2023 by Dyer Baade & Company, featuring logos of 7IM and Caledonia Investments.

Announcement for M&A and PE involvement in 2023, showing Skerrits as a portfolio company of Sovereign Capital Partners, acquired by Chadwicks, presented by Dyer Baude & Company.

Announcement of M&A and PE involvement in 2023 from Dyer Baade & Company, showing Waverton Investment Management as exclusive financial adviser to Söderberg & Partners on its sale of Timothy James & Partners.

Document titled 'M&A | PE Involvement 2023' indicating a financial transaction where Ravenscroft Holdings Ltd is the exclusive financial adviser to Ravenscroft Investments (UK) Ltd on its sale to Titan Wealth, produced by Dyer Baade & Company.

A promotional poster for M&A 2022 featuring the headline 'Exclusive financial adviser to CHEAT on its sale to HARBOR,' with the logos of Publicis Groupe and Dyer Baade & Company.

A document with the title 'M&A | PE Involvement 2022' reporting the acquisition of Gee & Watson by Ascot Lloyd, with Dyer Baade & Company mentioned at the bottom.

Page showing M&A and PE involvement in 2022, with Ascot Lloyd and Affinity logos, mentioning Dyer Baade & Company.

Document titled 'M&A | PE Involvement 2022' announcing Ascot Lloyd as a lead buy-side adviser following its acquisition of Montage Wealth Management, by Dyer Baade & Company.

Fundraising report cover page for 2022 by Dyer Baade & Company, featuring Clifford Asset Management Plc and Boost & Co logos, with text about a debt raise.

A deal announcement by Dyer Baade & Company stating that Dyer Baade advised Copper Street Capital on their investment in One Four Nine Group.

Dyer Baade advised Oaktree Capital Management on its £140m acquisition of Sanlam Wealth

A promotional poster for M&A and PE involvement in 2021, announcing Central Investment as an exclusive sell-side adviser to Ascot Lloyd, with Dyer Baade & Company. The poster features the logos of Central Investment and Ascot Lloyd.

A promotional flyer for M&A financial advisory services. It states that PMN Financial Management is on sale to Close Brothers Asset Management and is published by Dyer Baade & Company.

A financial document titled 'M&A | PE Involvement 2021' indicating that Prolific Financial Services Limited is for sale to Perspective Managing Wealth, with Dyer Baade & Company listed at the bottom.

Cover page of a report titled 'M&A 2021 Strategic Buy-side adviser to Waverton Investment Management on its acquisition of Cornerstone Asset Management, by Dyer Baade & Company.'

A promotional document headline indicating that M&A and PE involvement happened in 2020, with Ascot Lloyd as the lead buy-side adviser on its acquisition of ebc, from Dyer Baade & Company.

Document titled 'M&A | PE Involvement 2020' indicating a buy-side advisory role for Ascot Lloyd on a transaction involving Ring Associates, by Dyer Baade & Company.

A corporate merger announcement with text indicating M&A | PE Involvement, 2020, Lead Buy-side adviser to APIARY Capital, on its acquisition of Radiant Financial Group, by Dyer Bade & Company, with industry logos for APIARY Capital and Radiant Financial Group.

Document header for M&A PE Involvement in 2020, announcing Ascot Lloyd as a lead buy-side adviser to Gregory Adam Financial Management Ltd, acquired by Dyer Bade & Company.

A document titled 'M&A | PE Involvement 2020' about Ascot Lloyd's acquisition of Fitzroy Wealth Management, with logos of Ascot Lloyd and Fitzroy Wealth Management.

Confidential client document from M&A and PE involving auction technology group, acquired by Dyer Baade & Company in 2020.

A page from a corporate document indicating M&A and PE involvement in 2019, with Ascot Lloyd as a lead buy-side adviser, following its acquisition of French & Associates Ltd, a financial planning consultancy, by Dyer Baade & Company.

A page from a report or presentation featuring M&A and PE involvement, mentioning Ascot Lloyd acquiring Harrington Wood in 2019, with logos of Ascot Lloyd, Harrington Wood, and Dyer Baade & Company.

A financial document or presentation slide titled "M&A | PE Involvement 2019" with the logos of Ascot Lloyd and Presto Financial Planning, announcing their acquisition by Dyer Baade & Company.