Specific niche view of the structured sector hierarchy. Useful for precedent work where broader sector slices include too much noise.
| Target | Buyer / Investor | Sector | Geo | Transaction size | EV / EBITDA |
|---|---|---|---|---|---|
| Mitchell Griffin Wealth Management Ltd | Wren Sterling | Wealth Management | $8.6M – $11.6M | 7× – 10× | |
| BSW Wealth Partners | Valeas Capital Partners, Kudu Investment Management-backed Sequoia Financial Group | Wealth Management | $21.8M – $29.5M | 9× – 12× | |
| Bell Financial Services Company | Merit Financial Advisors | Wealth Management | $195M | 9× – 12× | |
| Waypoint Wc | MAI Capital Management | Wealth Management | $490M | 17× – 23× | |
| EFG Harris Allday | Canaccord Genuity Group | Wealth Management | $53.0M – $71.0M | 8× – 10× | |
| EFG Harris Allday | Canaccord Wealth | Wealth Management | $3,895M | 10× – 13× | |
| Ferguson Hill Asset Management | Fairstone | Wealth Management | $167M | 9× – 12× | |
| Innes Reid Investments Limited | Titan Wealth | Wealth Management | $7.1M – $9.4M | 8× – 11× | |
| Cairn Independent, JRW Financial Management | Clifton Wealth Partnership | Wealth Management | $185M | 9× – 12× | |
| Caroline Banks & Associates, Verum Financial LLP | Benchmark Capital | Wealth Management | $559M | 17× – 23× |
Bins are observed deal frequencies across disclosed transactions. Use as a directional reference, not a target valuation.
Use the directory on the recent deals hub to switch between countries, sectors and sub-sectors. A free account unlocks the structured filters that go beyond the public view.