Mega Service Solutions的动态

Another 16 net exits from the industry this week. ? The biggest gain goes to Godfrey Pembroke Group, with 2 joining. Welcome to Ashleigh Dodt (Infocus (Australia)), Tim Renfrey (Ord Minnett), and Glyn Cooper (Empire Financial Group). Congrats! ?? Your free Adviser Ratings profile is ready for you to claim! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

"There are those who do things, those who drive progress, and those who wonder how it all came to be... Which would you be?" These words from WBN Board Director Emeritus Bruce Basso encapsulate today's discussion among the Board members Florian Karle, Daniel de Swaan, Benjamin Verlingue, Enrique Acevedo and Neil Raymond, who are propelling both their family companies and WBN's success forward. #wbn #insurancebrokers #familybusiness

The region’s most incredible deals to be named at upcoming event ???? When you think of the Thames Valley Deals Awards, the first categories that come to mind are likely the Small, Mid-Range and Large Deals of the Year. With LDC sponsoring the Small Deal of the Year and Crowe UK sponsoring the Mid-Range Deal of the Year at the upcoming Thames Valley Deals Awards 2024, we can’t wait to see which nominated deals go above and beyond to truly impress our judges and earn their contributors a trophy. Our independent judges will be analysing the nominated deals on multiple levels, considering a range of factors including their complexity, any innovative solutions involved in their completion, the speed of their completion and their overall impact on both the businesses involved and the local economy. Continue reading... https://lnkd.in/e7pSgUus #TVDA24 #deals #awards #events #finance #thamesvalley #businessnews #businessintelligence

The #TeamSPB corporate practice in Leeds has put together 35 deals in H1! Take a look at some of the highlights below

So incredibly proud of Doug Linker and Noel Hodges! They put their heart and soul in the business and give our clients their ALL day in and day out. I've had the pleasure of working for them / with them for just over 9 years and I can confidently state that no one deserves this recognition more! Way to go!!! #Forbes #Bestinstatewealthadvisors #LinkerHodgesWealthPartners #RockefellerCapitalManagement #RCM

Merit Financial Advisors' CEO and Founder Rick Kent will be speaking at the Barron's Advisor Indy Summit on March 14th at 11:05 am. Join Rick as he shares his expertise on 'Navigating the Growth Landscape: Best Practices for Firm Performance Optimization.' Gain invaluable insights into elevating your firm's performance through strategic growth practices. Learn more here ?? https://ow.ly/oaHL50QRemG #BarronsIndySummit #FirmGrowth #PerformanceOptimization #MeritFinancial

Our Managing Director, Glenn King, recently spoke with Proactive's Stephen Gunnion about the company's impressive progress in 2024. Over the last year, Oakmount & Partners transitioned from raising expansion capital for third parties to building its diverse asset bank. With a current company valuation between ￡15 and ￡18 million, we aim to achieve a valuation of 4/5 times this amount over the next 5 years. Glenn discussed our recent acquisition of over ￡4 million in real estate, which reflects our robust portfolio expansion and is targeted at staycation and holiday letting retreats, traditional buy-to-lets, and commercial property. King highlighted our five-year plan to raise ￡50 million, primarily for investments in property, green technologies, and transformative industries. We are strategically acquiring distressed properties and considering additional exposure to green technology investments as part of our broader sustainability goals. Additionally, King mentioned the launch of Oakmount's product offerings on an FCA-regulated platform, targeting high-net-worth individuals, IFA's and wealth managers. Under FCA regulation, we are also pursuing expansion into the commercial finance side of the market to become a full-service institution. Our focus remains on maximising shareholder returns and preparing for a potential IPO or private acquisition to create significant returns for our investors, complementing our stable fixed-income offerings. Oakmount and Partners Limited. Est 2009. Telephone: 01279 874 392 Business Card: https://lnkd.in/e6aTaJ2W LinkTree: https://lnkd.in/eQUHutK2 Subscribe: https://lnkd.in/esEqrRxP Media: https://lnkd.in/dpX-7sJ Interview: https://lnkd.in/ejZMniGu #StrategicInvesting #WealthCreation #YourSuccessOurPriority #InvestmentConsultancy #GlobalPresence #PrivateEquityInvestments #IPOInvestments #financialsuccess #financialgoals #financialwellbeing #investments #oakmountandpartnersltd #glennking #returnoninvestment #moneymindset #moneymatters #moneytips #financialfreedom #affluence #wealthbuilding #investmentstrategy #investwisely #entrepreneur #success #motivation #trust #valueinvesting #InvestmentPlatform #WealthManagement #FinancialServices #InvestmentOpportunities #MarketInsights #proactive #ValueInvesting #LongTermGrowth #FinancialSuccess #InvestmentExperts #BestPreIPOConsultancy #ExcellenceInConsulting

The #TeamSPB corporate practice in Leeds has put together 35 deals in H1! Take a look at some of the highlights below

The #TeamSPB corporate practice in Leeds has put together 35 deals in H1! Take a look at some of the highlights below