{
 "name": "Who buys a UK practice whole, client book and all",
 "title": "Who buys a UK practice whole, client book and all",
 "kind": "terms-board",
 "url": "https://sellcrmdatatoai.com/datasets/firm-buyers/",
 "csv": "https://sellcrmdatatoai.com/datasets/firm-buyers.csv",
 "markdown": "https://sellcrmdatatoai.com/datasets/firm-buyers/index.md",
 "computed_at": "2026-10-28",
 "license": "https://sellcrmdatatoai.com/terms",
 "headline": "3 UK consolidators' own announcements of the practices and brokers they bought, each quoted from the buyer's page, read 28 October 2026.",
 "quotes": [
  "3 UK consolidators' own announcements of the practices and brokers they bought, each quoted from the buyer's page, read 28 October 2026.",
  "The trade it buys in, by acquirer: accountancy practices 1 of 3, financial advice and wealth firms 1 of 3, insurance brokers 1 of 3 (3 acquirers, read 28 October 2026).",
  "What its own announcement says it bought, by acquirer: stated 3 of 3 (3 acquirers, read 28 October 2026).",
  "What it says it looks for in a firm, by acquirer: stated 3 of 3 (3 acquirers, read 28 October 2026)."
 ],
 "citation": "\"Who buys a UK practice whole, client book and all\", updated 2026-10-28, https://sellcrmdatatoai.com/datasets/firm-buyers/.",
 "national": {
  "n": 3,
  "unit": "acquirers",
  "documents": 5,
  "published_sources": 3,
  "named_sources": 5
 },
 "board": {
  "type": "clauses",
  "noun": {
   "one": "acquirer",
   "many": "acquirers"
  },
  "document": {
   "one": "page",
   "many": "pages"
  },
  "fields": [
   {
    "id": "trade",
    "label": "The trade it buys in",
    "counts": {
     "insurance-broking": 1,
     "financial-advice": 1,
     "accountancy": 1
    },
    "values": [
     {
      "value": "accountancy",
      "text": "accountancy practices"
     },
     {
      "value": "insurance-broking",
      "text": "insurance brokers"
     },
     {
      "value": "financial-advice",
      "text": "financial advice and wealth firms"
     }
    ]
   },
   {
    "id": "bought",
    "label": "What its own announcement says it bought",
    "counts": {
     "stated": 3
    },
    "values": [
     {
      "value": "stated",
      "text": "stated"
     }
    ],
    "clause": true
   },
   {
    "id": "looks_for",
    "label": "What it says it looks for in a firm",
    "counts": {
     "stated": 3
    },
    "values": [
     {
      "value": "stated",
      "text": "stated"
     }
    ],
    "clause": true
   }
  ],
  "lead": {
   "type": "count",
   "field": null,
   "value": null,
   "n": 3,
   "of": 3,
   "label": "UK consolidators read on their own pages"
  },
  "vendors": [
   {
    "name": "Jensten Group",
    "answers": {
     "trade": {
      "value": "insurance-broking",
      "text": "insurance brokers",
      "documents": [
       {
        "document": "announcement of three acquisitions",
        "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
        "value": "not-stated",
        "quote": ""
       },
       {
        "document": "acquisitions page",
        "url": "https://www.jensten.co.uk/acquisitions/",
        "value": "insurance-broking",
        "quote": "Jensten is a compelling choice for brokers considering a sale."
       }
      ]
     },
     "bought": {
      "value": "stated",
      "text": "Jensten Group is excited to announce three new acquisitions: Broker One, Coversure Dudley…",
      "documents": [
       {
        "document": "announcement of three acquisitions",
        "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
        "value": "stated",
        "quote": "Jensten Group is excited to announce three new acquisitions: Broker One, Coversure Dudley and Mediprotect Healthcare."
       },
       {
        "document": "acquisitions page",
        "url": "https://www.jensten.co.uk/acquisitions/",
        "value": "not-stated",
        "quote": ""
       }
      ]
     },
     "looks_for": {
      "value": "stated",
      "text": "We acquire businesses that share these values, and which have built a culture focussed on…",
      "documents": [
       {
        "document": "announcement of three acquisitions",
        "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
        "value": "not-stated",
        "quote": ""
       },
       {
        "document": "acquisitions page",
        "url": "https://www.jensten.co.uk/acquisitions/",
        "value": "stated",
        "quote": "We acquire businesses that share these values, and which have built a culture focussed on providing high-quality advice and delivering outstanding client propositions."
       }
      ]
     }
    }
   },
   {
    "name": "Perspective Financial Group",
    "answers": {
     "trade": {
      "value": "financial-advice",
      "text": "financial advice and wealth firms",
      "documents": [
       {
        "document": "April 2026 M&A update",
        "url": "https://www.pfgl.co.uk/?p=137486",
        "value": "financial-advice",
        "quote": "These acquisitions collectively add £550 million in assets under advice, 10 financial planners and 3 new offices in Harpenden, Penrith and Belper."
       }
      ]
     },
     "bought": {
      "value": "stated",
      "text": "has announced the completion of a further six acquisitions (a combination of strategic…",
      "documents": [
       {
        "document": "April 2026 M&A update",
        "url": "https://www.pfgl.co.uk/?p=137486",
        "value": "stated",
        "quote": "has announced the completion of a further six acquisitions (a combination of strategic hubs and bolt-on acquisitions), taking the Group’s total to an impressive twelve acquisitions already completed this year"
       }
      ]
     },
     "looks_for": {
      "value": "stated",
      "text": "client bank acquisitions, which reinforce our position as an excellent home for retiring…",
      "documents": [
       {
        "document": "April 2026 M&A update",
        "url": "https://www.pfgl.co.uk/?p=137486",
        "value": "stated",
        "quote": "client bank acquisitions, which reinforce our position as an excellent home for retiring advisers looking for a reputable, local partner for their clients after they have exited the industry"
       }
      ]
     }
    }
   },
   {
    "name": "Xeinadin",
    "answers": {
     "trade": {
      "value": "accountancy",
      "text": "accountancy practices",
      "documents": [
       {
        "document": "announcement of three North London acquisitions",
        "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
        "value": "accountancy",
        "quote": "Xeinadin, a leading provider of accountancy services and business advice for small and medium-sized enterprises and individuals across the UK and Ireland"
       },
       {
        "document": "join Xeinadin page",
        "url": "https://www.xeinadin.com/join-xeinadin/",
        "value": "accountancy",
        "quote": "are seeking local independent accountancy practices that align with our ambition and passion for relationship-driven, collaborative and future-focused approaches."
       }
      ]
     },
     "bought": {
      "value": "stated",
      "text": "has strengthened its presence in the capital through the acquisition of three established…",
      "documents": [
       {
        "document": "announcement of three North London acquisitions",
        "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
        "value": "stated",
        "quote": "has strengthened its presence in the capital through the acquisition of three established practices: Evans Mockler in Barnet, Aequitas in Pinner and AGK Partners in Enfield."
       },
       {
        "document": "join Xeinadin page",
        "url": "https://www.xeinadin.com/join-xeinadin/",
        "value": "stated",
        "quote": "what made Silver Levene, a leading London-based accounting firm, the perfect fit to become Xeinadin’s largest acquisition to date."
       }
      ]
     },
     "looks_for": {
      "value": "stated",
      "text": "are seeking local independent accountancy practices that align with our ambition and…",
      "documents": [
       {
        "document": "announcement of three North London acquisitions",
        "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
        "value": "not-stated",
        "quote": ""
       },
       {
        "document": "join Xeinadin page",
        "url": "https://www.xeinadin.com/join-xeinadin/",
        "value": "stated",
        "quote": "are seeking local independent accountancy practices that align with our ambition and passion for relationship-driven, collaborative and future-focused approaches."
       }
      ]
     }
    }
   }
  ]
 },
 "subject_kind": "acquirer",
 "rows": [
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/acquisitions/",
   "document": "acquisitions page",
   "question": "trade",
   "answer": "insurance-broking",
   "answer_text": "insurance brokers",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "Jensten is a compelling choice for brokers considering a sale.",
   "text_sha256": "9a58337670d85387f72430815789af0de33eb26fce9887b010cb5f1359fab125"
  },
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/acquisitions/",
   "document": "acquisitions page",
   "question": "bought",
   "answer": "not-stated",
   "answer_text": "not stated",
   "status": "not-stated",
   "retrieved_at": "2026-10-28",
   "quote": "Left open by the page (4,615 characters, read in full 2026-10-28).",
   "text_sha256": "9a58337670d85387f72430815789af0de33eb26fce9887b010cb5f1359fab125"
  },
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/acquisitions/",
   "document": "acquisitions page",
   "question": "looks_for",
   "answer": "stated",
   "answer_text": "We acquire businesses that share these values, and which have built a culture focussed on…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "We acquire businesses that share these values, and which have built a culture focussed on providing high-quality advice and delivering outstanding client propositions.",
   "text_sha256": "9a58337670d85387f72430815789af0de33eb26fce9887b010cb5f1359fab125"
  },
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
   "document": "announcement of three acquisitions",
   "question": "trade",
   "answer": "not-stated",
   "answer_text": "not stated",
   "status": "not-stated",
   "retrieved_at": "2026-10-28",
   "quote": "Left open by the page (3,956 characters, read in full 2026-10-28).",
   "text_sha256": "a518e263774dfa06dbb8ed552596198f025a93ce10c7f3e033382d5db1dc1241"
  },
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
   "document": "announcement of three acquisitions",
   "question": "bought",
   "answer": "stated",
   "answer_text": "Jensten Group is excited to announce three new acquisitions: Broker One, Coversure Dudley…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "Jensten Group is excited to announce three new acquisitions: Broker One, Coversure Dudley and Mediprotect Healthcare.",
   "text_sha256": "a518e263774dfa06dbb8ed552596198f025a93ce10c7f3e033382d5db1dc1241"
  },
  {
   "subject": "Jensten Group",
   "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
   "document": "announcement of three acquisitions",
   "question": "looks_for",
   "answer": "not-stated",
   "answer_text": "not stated",
   "status": "not-stated",
   "retrieved_at": "2026-10-28",
   "quote": "Left open by the page (3,956 characters, read in full 2026-10-28).",
   "text_sha256": "a518e263774dfa06dbb8ed552596198f025a93ce10c7f3e033382d5db1dc1241"
  },
  {
   "subject": "Perspective Financial Group",
   "url": "https://www.pfgl.co.uk/?p=137486",
   "document": "April 2026 M&A update",
   "question": "trade",
   "answer": "financial-advice",
   "answer_text": "financial advice and wealth firms",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "These acquisitions collectively add £550 million in assets under advice, 10 financial planners and 3 new offices in Harpenden, Penrith and Belper.",
   "text_sha256": "f36c38c92e34b4149300cb441fb81b69323ef2bccb10209ce70646e3362d60b2"
  },
  {
   "subject": "Perspective Financial Group",
   "url": "https://www.pfgl.co.uk/?p=137486",
   "document": "April 2026 M&A update",
   "question": "bought",
   "answer": "stated",
   "answer_text": "has announced the completion of a further six acquisitions (a combination of strategic…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "has announced the completion of a further six acquisitions (a combination of strategic hubs and bolt-on acquisitions), taking the Group’s total to an impressive twelve acquisitions already completed this year",
   "text_sha256": "f36c38c92e34b4149300cb441fb81b69323ef2bccb10209ce70646e3362d60b2"
  },
  {
   "subject": "Perspective Financial Group",
   "url": "https://www.pfgl.co.uk/?p=137486",
   "document": "April 2026 M&A update",
   "question": "looks_for",
   "answer": "stated",
   "answer_text": "client bank acquisitions, which reinforce our position as an excellent home for retiring…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "client bank acquisitions, which reinforce our position as an excellent home for retiring advisers looking for a reputable, local partner for their clients after they have exited the industry",
   "text_sha256": "f36c38c92e34b4149300cb441fb81b69323ef2bccb10209ce70646e3362d60b2"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/join-xeinadin/",
   "document": "join Xeinadin page",
   "question": "trade",
   "answer": "accountancy",
   "answer_text": "accountancy practices",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "are seeking local independent accountancy practices that align with our ambition and passion for relationship-driven, collaborative and future-focused approaches.",
   "text_sha256": "75da875ca540f43036f502bd3c0247a77208ff968f81a7e74e0dd8ae181cd806"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/join-xeinadin/",
   "document": "join Xeinadin page",
   "question": "bought",
   "answer": "stated",
   "answer_text": "what made Silver Levene, a leading London-based accounting firm, the perfect fit to…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "what made Silver Levene, a leading London-based accounting firm, the perfect fit to become Xeinadin’s largest acquisition to date.",
   "text_sha256": "75da875ca540f43036f502bd3c0247a77208ff968f81a7e74e0dd8ae181cd806"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/join-xeinadin/",
   "document": "join Xeinadin page",
   "question": "looks_for",
   "answer": "stated",
   "answer_text": "are seeking local independent accountancy practices that align with our ambition and…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "are seeking local independent accountancy practices that align with our ambition and passion for relationship-driven, collaborative and future-focused approaches.",
   "text_sha256": "75da875ca540f43036f502bd3c0247a77208ff968f81a7e74e0dd8ae181cd806"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
   "document": "announcement of three North London acquisitions",
   "question": "trade",
   "answer": "accountancy",
   "answer_text": "accountancy practices",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "Xeinadin, a leading provider of accountancy services and business advice for small and medium-sized enterprises and individuals across the UK and Ireland",
   "text_sha256": "8b8afc4acdf0b45b68a9874289d719e24726c0e9e2b7e4064ec9f8d3832e6926"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
   "document": "announcement of three North London acquisitions",
   "question": "bought",
   "answer": "stated",
   "answer_text": "has strengthened its presence in the capital through the acquisition of three established…",
   "status": "stated",
   "retrieved_at": "2026-10-28",
   "quote": "has strengthened its presence in the capital through the acquisition of three established practices: Evans Mockler in Barnet, Aequitas in Pinner and AGK Partners in Enfield.",
   "text_sha256": "8b8afc4acdf0b45b68a9874289d719e24726c0e9e2b7e4064ec9f8d3832e6926"
  },
  {
   "subject": "Xeinadin",
   "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
   "document": "announcement of three North London acquisitions",
   "question": "looks_for",
   "answer": "not-stated",
   "answer_text": "not stated",
   "status": "not-stated",
   "retrieved_at": "2026-10-28",
   "quote": "Left open by the page (4,631 characters, read in full 2026-10-28).",
   "text_sha256": "8b8afc4acdf0b45b68a9874289d719e24726c0e9e2b7e4064ec9f8d3832e6926"
  }
 ],
 "sources": [
  {
   "url": "https://www.xeinadin.com/xeinadin-expands-in-north-london-through-three-acquisitions/",
   "label": "Xeinadin, three North London acquisitions",
   "license": "from the publisher's own UK consolidators' own acquisition announcements and joining pages; reproduced for comment",
   "class": "primary-provider-own-site",
   "status": "read"
  },
  {
   "url": "https://www.xeinadin.com/join-xeinadin/",
   "label": "Xeinadin, join Xeinadin",
   "license": "from the publisher's own UK consolidators' own acquisition announcements and joining pages; reproduced for comment",
   "class": "primary-provider-own-site",
   "status": "read"
  },
  {
   "url": "https://www.jensten.co.uk/jensten-group-completes-on-hattrick-of-acquisitions-2/",
   "label": "Jensten Group, hattrick of acquisitions",
   "license": "from the publisher's own UK consolidators' own acquisition announcements and joining pages; reproduced for comment",
   "class": "primary-provider-own-site",
   "status": "read"
  },
  {
   "url": "https://www.jensten.co.uk/acquisitions/",
   "label": "Jensten Group, acquisitions",
   "license": "from the publisher's own UK consolidators' own acquisition announcements and joining pages; reproduced for comment",
   "class": "primary-provider-own-site",
   "status": "read"
  },
  {
   "url": "https://www.pfgl.co.uk/?p=137486",
   "label": "Perspective Financial Group, April M&A update",
   "license": "from the publisher's own UK consolidators' own acquisition announcements and joining pages; reproduced for comment",
   "class": "primary-provider-own-site",
   "status": "read"
  }
 ],
 "methodology": "Each acquirer's own UK consolidators' own acquisition announcements and joining pages were read through estate-fetch and stored whole (sha256 on every row). For every page, three questions were answered from its own words: the trade it buys in, what its own announcement says it bought, what it says it looks for in a firm. Every stated answer carries the sentence it rests on, checked against the stored text; 'not stated' means the page read does not address the question. A acquirer with several pages reads 'varies' where they disagree. 3 acquirers, 5 pages.",
 "embed": "<figure style=\"margin:0;padding:16px;border:1px solid #d0d0d0;background:#ffffff\"><blockquote style=\"margin:0 0 8px;background:#ffffff\">3 UK consolidators' own announcements of the practices and brokers they bought, each quoted from the buyer's page, read 28 October 2026.</blockquote><figcaption style=\"background:#ffffff\"><a href=\"https://sellcrmdatatoai.com/datasets/firm-buyers/\" style=\"background:#ffffff\">Who buys a UK practice whole, client book and all, sellcrmdatatoai.com</a></figcaption></figure>"
}