CompletedFinancial Services3 November 2025

InvestAcc Group Limited to acquire AJ Bell

Verified deal facts, source-backed narrative, and the Exit Mode founder lens for SME readers preparing to sell.

InvestAcc Group Limited acquires AJ Bell

Deal facts

Buyer
InvestAcc Group Limited
Target
AJ Bell
Deal value
GBP 25,000,000
Announced
3 November 2025
Status
Completed
Sector
Financial Services
Country
United Kingdom
Consideration
cash, shares, deferred
What we know

InvestAcc Group Limited has agreed to acquire AJ Bell, a pension administrator based in Great Britain, in a strategic acquisition valued at 25 million GBP. The transaction, announced and completed on 3 November 2025, involves a mixed consideration package comprising cash, shares, and deferred elements. This deal brings the target firm under the ownership of the acquiring group, effectively consolidating its position within the UK pension administration sector.

The transaction has been finalised as of the announcement date, with all necessary steps completed on 3 November 2025. No further regulatory approvals are required to conclude the acquisition process. The deal structure ensures that the target business continues its operations under the new ownership framework established by the agreement.

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Deal timeline

1 update
  1. CompletedClosed

    InvestAcc Group Limited to acquire AJ Bell

    { "headline": "Completion of Acquisition", "issuer": "Investacc Group Limited (INAC)", "announcement_date": "2025-11-03T07:00:00", "category_code": "Completion of Acquisition", "body": "NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, AUSTRALIA, CANADA, THE REPUBLIC OF SOUTH AFRICA, JAPAN, ANY MEMBER STATE OF THE EUR

    LSE RNS

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Buyer history

InvestAcc Group Limited

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