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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•••, 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.”
Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)confidence 80%recorded Sep 15, 2026