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08/2026

WESTBRIDGE CAPITAL takes majority stake in BECKETT INVESTMENT MANAGEMENT GROUP

UNITED KINGDOM Wealth & Asset Management REV 1m - 100m GBP

Context

WestBridge agreed in August 2026 to take a majority stake in Beckett Investment Management Group, the financial planning business based in the east of England, in its fifth investment from the WestBridge III fund. Foresight Group, which had backed Beckett for five years, sold most of its holding while reinvesting part of its position, and completion remained conditional on approval from the Financial Conduct Authority. Chief executive Gavin Wood and his management team stayed to run the business, while Ian White, until then executive chairman, was to continue as non-executive chairman after completion. Peter Barkley and Luke Gilbert were to join the Beckett board as directors for WestBridge, with Madeleine Finn as board observer coordinating value creation work. Under Foresight, Beckett had grown organically and through eight add-on acquisitions since 2020, building its presence across the region while preserving the culture of the firm. Oaklins Cavendish advised WestBridge on the investment.

BECKETT INVESTMENT MANAGEMENT GROUP, which reported an EBITDA margin of [members only] in 2026, is valued in this transaction at an EV/EBITDA multiple of [members only], to compare with the average currently observed in the Financial Services sector (12.3x).

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Target

Established in 1988, Beckett Investment Management Group provides financial advice and wealth management in the east of England. Its advisers plan their clients’ retirement, build and manage investment portfolios on their behalf, and advise on tax and estate planning, while its corporate arm designs and runs employee benefit schemes such as workplace pensions and group protection for employers. Its clients are private individuals, families and businesses, served from offices in Bury St Edmunds, Norwich, Ipswich and Lowestoft.

Ent. Value

£1–100M

Equity Value

[members only]

Multiples

EV / Revenue

[members only]

EV / EBITDA

[members only]

EV / EBIT

[members only]

Historical Financials (GBP)

Year
Rev
EBITDA
EBIT
2026
[members only]
[members only]
[members only]
2025
[members only]
[members only]
[members only]

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REFERENCES

Note: This page provides detailed data on a private equity M&A transaction. Detailed and exact financial metrics for the acquisition of BECKETT INVESTMENT MANAGEMENT GROUP by WESTBRIDGE CAPITAL are reserved for mynth community members. Register for free to unlock full data.

Authors: This transaction was contributed by a verified mynth contributor and cross-checked against available transaction documents and official company communications.

Press release: view release

Target: beckett investment management group

Acquirer: westbridge capital