MarshBerry Reports Increase in Consolidation in Wealth Management Transactions

INVESTMENT MANAGEMENT DEALS BLOG

September 8, 2025

 

MarshBerry published an article noting the prevalence of very small deals along with a rising volume of larger deals, as growth and consolidation drive up deal sizes. Whilst the data also includes deals in the wider eco-system of wealth management, it shows how growth and consolidation more widely are driving up deal sizes as PE capital continues to flow into the sector.

To read the report: please click here.

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