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
Sources
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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1 update- 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
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Buyer history
InvestAcc Group Limited
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Layer 1 facts come from source documents, Layer 2 turns those facts into a readable narrative, and Layer 3 only appears where the editorial team flags a founder-relevant deal.
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