CLIENT | LIFT financial Group & LIFT Invest

SERVICES | Sell-Side / Trade Exit

TARGET SECTOR | Asset & Wealth Management

CLIENT -

LIFT financial Group & LIFT Invest

SERVICES -

Sell-Side / Trade Exit

TRADE SECTOR -

Asset & Wealth Management

ANNOUNCED

Oct 2024

TARGET

LIFT Financial
& LIFT Invest

P.E. BACKED

No

AQUIRER / INVESTOR

Brooks MacDonald Group

EV / FUNDS RAISED

£45 m

PUBLICLY DISCLOSED

Yes

“We chose to work with Andy and Charlie because they understood our business. They have an exceptional network across the sector and they recognised what we were looking for in a new owner.

Andy and Charlie ran a fantastic process and we are thrilled with the outcome”

Mike Holden and Joel Adams (Co-founders, LIFT)