Home Latest Deals Advised the shareholders of Cave & Sons, a wealth manager and IFA, on the majority equity sale to MHA MacIntyre Hudson

Bishopsgate is thrilled to announce the majority equity sale of Cave & Sons, a Northampton based wealth manager and IFA. The team at Bishopsgate provided lead advisory services.

The acquisition by MHA MacIntyre Hudson is a response to increasing client demand for an integrated and holistic private wealth service, which incorporates discretionary and advisory wealth management alongside tax planning and other accounting and advisory services.

“This deal enables MHA MacIntyre Hudson and MHA Caves Wealth to become a ‘one-stop shop’ for both new and existing clients’ wealth management needs. We aim to provide the full range of planning, advisory and wealth management services that business owners and high-net worth individuals require.

“The partnership between MHA MacIntyre Hudson and MHA Caves Wealth is also a springboard for future expansion. With MHA MacIntyre Hudson’s network of offices and clients throughout the UK and the skill and experience of its private client team behind us, MHA Caves Wealth can look forward to bringing our wealth management services to clients across the country.”

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Bishopsgate CF Advisors

James McBain Allan

Partner
Tel:
00 44 (0)1780 756544
Email:
Contact James

Sam Holmes

Manager
Tel:
00 44 (0)1780 756544
Email:
Contact Sam

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Midlands Office

King’s Mill Centre
St Peter’s Vale
Stamford
PE9 2QT

+44 1780 756 544

London Office

99 Bishopsgate
London
EC2M 3XD

+44 20 36937261

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