Summary
WBR Group, the UK's largest independent provider of SSAS administration and integrated professional services, has acquired the SSAS book of business from Carpenter Rees, a Manchester-based financial planning firm.
Summary of transaction details:
- Value: Undisclosed
- Sector: Financial Services
- Advisor: Not disclosed
- Key Entities: WBR Group, Carpenter Rees
- Location: UK
Note: This acquisition is part of WBR Group's long-term growth strategy, which focuses on combining scale, technical expertise, and high-level client service, and is expected to strengthen the company's position in the UK's SSAS administration and integrated professional services market.
Lead Investor / Acquirer
WBR Group
Advising Broker
Undisclosed Firm
Related Deals in Financial Services
Exited prioritisedOriginal Source
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