Houlihan Lokey Advises Kingswood

Houlihan Lokey is pleased to announce that Kingswood Group (Kingswood or the Group), a wealth and investment management firm, has agreed to combine with Mattioli Woods, a specialist wealth and asset management business, creating a leading U.K. wealth management group.
The announcement marks a significant milestone in the firms’ shared ambition to deepen client relationships, grow their talent base, and enhance their service and product offerings.
The combined group will be a leading force in the U.K. and Ireland wealth and savings market, serving over 25,000 clients with £25 billion in assets under administration and advice (AUAA) across more than 40 offices with over 200 advisors. It brings enhanced capabilities across wealth planning, investment management, and client service.
Strategically and culturally aligned, the firms share a client-first ethos, a national presence, and a focus on long-term value. The integration is expected to deliver greater scale, a stronger market position, and an improved client experience. Their joint commitment to advisor development, innovation, and service excellence supports a shared vision for sustainable growth, supported by Kingswood’s market-leading DFM and IBOSS brands.
Completion of the transaction is subject to the FCA’s approval for change in control, expected later this year.
Houlihan Lokey served as the exclusive financial advisor to Kingswood. This transaction further strengthens Houlihan Lokey’s leadership in the European wealth management sector, where the team has recently advised on a number of transactions, including:
- HRK Lunis and J.C. Flowers on its sale to Seven2
- Max Matthiessen on its sale to Nordic Capital and Ontario Teachers’ Pension Plan
- WTW on its minority investment in Atomos
- IBS Capital Allies on its sale to BlackFin
- Perspective on its sale to Charlesbank
- Cinerius on its sale to IK Partners
RELATED: Asset and Wealth Management, Mergers & Acquisitions