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CLIENT   |   Aegon UK

SERVICES   |   Buy-Side  / Trade Aquisition
TARGET SECTOR   |   Asset & Wealth Management
 
CLIENT -
Aegon UK


SERVICES -
Buy-Side  /  Trade Aquisition


TRADE SECTOR -
Asset & Wealth Services

 








ANNOUNCED

Aug 2023


TARGET

Nationwide Building Society - UK Financial Advice Arm



P.E. BACKED

No








AQUIRER / INVESTOR

Aegon UK



EV / FUNDS RAISED

N.D



PUBLICLY DISCLOSED

No

“We really valued Andy, Charlie and Mo’s support through this process. The trust between us was very strong which laid the foundation for open communication, clarity of responsibilities and delivery of a tightly controlled process. We also appreciated their sector insight, commercial acumen and good judgement - all of which were further key ingredients for a successful outcome.”

John Boyle (Commercial Director, Aegon)
 
LOCATION


THE COLONY HQ

ALTRINCHAM ROAD
WILMSLOW,  CHESHIRE

SK9 4LY
CONTACT


︎  Linkedin

enquiries@3peakscf.com

+44 (0) 1625 682 864




© 2025 3Peaks Coporate Finance LLP  

Incorporated and registered in England & Wales   |   Company No.  0000   |   VAT No.  0000













© 2025 3Peaks Coporate Finance LLP.

Inc & reg in England & Wales   |   Company No. 00000   |   VAT No.  0000