Cave & Sons Acquisition

by Tracy Evans

13 April 2022


Our Corporate team comprising Tracy Evans and Amanda De-Bruyn, with support from our commercial and real estate teams, recently assisted MHA MacIntyre Hudson with its acquisition of a majority stake in Cave & Sons, a wealth manager and independent financial advisory firm.

The acquisition by accountancy firm MHA MacIntyre Hudson, a leading member of MHA being the UK’s 12th largest accountancy group, will expand and strengthen its comprehensive private wealth offering to its clients across the UK.

Cave & Sons established in 1906 and based in Northampton offers a range of investment management, independent financial planning and wealth management services provided by 12 highly qualified investment managers and independent financial advisers.

“This is an exciting and strategic acquisition by MHA MacIntyre Hudson to expand its service offering. It has been a pleasure to advise them and we look forward to working together again in the future.”

Following the deal, which has been approved by the Financial Conduct Authority, Cave & Sons will be renamed MHA Caves Wealth to reflect its ties to MHA MacIntyre Hudson. We are pleased to have been involved in the formation of this partnership.

Rachel Nutt, partner at MHA MacIntyre Hudson commented:

“Over the last 18 months we have been closely observing and listening to the needs and wants of our clients and have seen an increased demand for a more integrated and holistic private wealth service, which incorporates discretionary fund management and advisory wealth management to sit alongside our current private client offering. We are delighted to find a partner that shares the same culture, values and client service standards. EMW’s assistance in this important strategic transaction for us has been superb.”

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