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Cave & Sons sold to MHA Macintyre Hudson

Cave & Sons Sold To MHA Macintyre Hudson

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Location

UK flag

Sector

Business & Professional Services

Deal Type

Sale

Value

-

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.

Bishopsgate Advisors

James McBain Allan

James McBain Allan

Partner
Morgan Atherton

Morgan Atherton

Managing Partner

Simon Harvey – CEO, Cave & Sons

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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