M&A TRANSACTIONS

Selected transactions

Dyer Baade & Company advises owners, management teams and investors on M&A transactions across Financial Services and Technology.

Our experience includes strategic sales, growth capital, Private Equity investments, acquisitions and capital transactions across the UK and Europe - typically involving transactions in the £20m-£200m valuation range.

DISCUSS A TRANSACTION

40+

Completed transactions

£20-£200m

Typical transaction value

90%+

Transaction success rate

~85%

Transactions involving PE

UK & EU

International execution

*Figures are based on relevant completed transactions.

TRANSACTION EXPERIENCE

Selected transaction overview.
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 Securities 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.
M&A and PE Involvement 2024, Skerritts logo, Sovereign Capital Partners logo, KMG Chartered Financial Planners logo, 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.'
Fundraising flyer with Elevation Financial Group logo and Shawbrook Bank logo, dated 2021, indicating a debt raise for 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.
A document titled 'M&A | PE Involvement 2020' with the subtitle 'Lead Buy-side adviser to Ascot Lloyd' and the logo of Ascot Lloyd. It states that Ascot Lloyd was acquired by Calqulis, with the Calqulis logo and the text 'Chartered Financial Planners.' The document is from Dyer Baade & Company.
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.
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.

BEYOND THE TOMBSTONE

We don’t just deliver transactions. We deliver exceptional results.

All our transactions are based on a comprehensive foundation of five core pillars.

01 Specialism - Deep expertise in Financial Services and Technology.

02‍ ‍Independence - Advice driven by the client's objectives, not product or financing conflicts.

03‍ ‍Strategic, long-term thinking - We consider the transaction in the context of the wider business and shareholder agenda.

04‍ ‍International perspective - UK-based, advising clients across the UK and Europe with access to international buyers and investors.

05‍ ‍Senior-led - Experienced advisers remain directly involved throughout the transaction.

CLIENT PERSPECTIVE

“Working with the Dyer Baade & Company team was an excellent experience. They understood our high-net-worth proposition, managed the interests of multiple stakeholders and remained calm and focused throughout a demanding process. Their sector knowledge and process leadership were instrumental in achieving such a successful outcome.” 

CHRIS COLE, FOUNDING PARTNER, LOCKHART

Considering a strategic transaction?

SPEAK WITH US