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Transactions / K•• F•••••••• A••••••• L•••

M••••••• W•••• expands Retiring Adviser programme with acquisition of KRD Financial Advisers 30 Jun 2026

Add-on acquisitionannouncedadd-onannounced Jun 30, 2026Fact
What happened
Platform
M••••••• W••••add-on basis: M••••••• W•••• has announced the acquisition of KRD Financial Advisers Ltd (“KRD”), a well-established financial planning business serving more than 1,000 households across the West Midlands. | M••••••• W•••• is held by P••••• S••••• Capital on its portfolio page; published on P••••• S••••• Capital's own news page
Control
Control
Share acquired
unknown
Industry
unknown
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
6 named
Buy side
  • D••••• G•••••, Partner of P••••• S••••• added: “We are delighted to announce the acquisition of KRD, the latest addition to M••••••• W••••’ Retiring Adviser programme.
  • M••••••• W•••• has announced the acquisition of KRD Financial Advisers Ltd (“KRD”), a well-established financial planning business serving more than 1,000 households across the West Midlands. | M••••••• W•••• is held by P••••• S••••• Capital on its portfolio page; published on P••••• S••••• Capital'
  • M••••••• W•••• has announced the acquisition of KRD Financial Advisers Ltd (“KRD”), a well-established financial planning business serving more than 1,000 households across the West Midlands. | M••••••• W•••• is held by P••••• S••••• Capital on its portfolio page; published on P••••• S••••• Capital'
Side not stated
  • P•••• M•••Managementconfirmed
    P•••• M•••, Chief Executive Officer of M••••••• W••••, said: “KRD is exactly the type of business our Retiring Adviser programme was designed to support.
  • K•••• B••••••, Founder of KRD Financial Advisers, said: “Choosing a successor for a business you have spent years building is one of the most important decisions an adviser can make.”
  • M••••••• W•••• has announced the acquisition of KRD Financial Advisers Ltd (“KRD”), a well-established financial planning business serving more than 1,000 households across the West Midlands.
Evidence
M••••••• W•••• has announced the acquisition of KRD Financial Advisers Ltd (“KRD”), a well-established financial planning business serving more than 1,000 households across the West Midlands.