James Cowper Kreston Corporate Finance advise Skerritts on their acquisition of Equinox Wealth Limited

The Corporate Finance team at James Cowper Kreston recently provided financial and tax due diligence to Sovereign backed Skerritts Group (“Skerritts”) on their acquisition of Kent based Equinox Wealth Limited (“Equinox”). This is the 5th transaction that James Cowper Kreston Corporate Finance has worked on with the Skerritts team.

Skerritts are award winning independent financial advisers and wealth managers who focus on providing lifelong financial advice to help their clients succeed with their long-term financial objectives. Sovereign Capital Partners invested £55 million into Skerritts in March 2021 to develop and expand the business organically and through acquisitive growth.

In 2022, Skerritts completed 4 acquisitions with Sovereign’s backing. Together they have added c.£560 million of AUM. The purchase of Equinox Wealth Limited adds £62 million of AUM as well as bringing the number of deals that the Skerritts Group has completed since the Sovereign investment to five. 

Brad McAvoy, who led the team at James Cowper Kreston Corporate Finance commented “We are delighted to have assisted the Skerritts team again and pleased to have been involved in the acquisition of another high quality business.”