Brooks Macdonald

www.brooksmacdonald.com TICKER: BRK     EXCHANGE: AIM

Brooks Macdonald Group Plc is a management company offering a range of fee-based bespoke advice and services principally to private high net-worth individuals, charities and trusts. The Company has around six principal companies and operates out of 10 United Kingdom-based offices and two offshore offices in Jersey and Guernsey. The Company operates through four segments: Investment management, Financial planning, Fund and property management, and Channel Islands. Investment management segment provides investment management to private investors, charities and trusts. The Financial planning segment delivers both fee-based financial planning to high net-worth individuals and employee benefits consultancy to small and medium sized employers across the United Kingdom. The Fund and property management segment invests in seven funds. Channel Islands segment consists of Brooks Macdonald Asset Management (International) Limited and Brooks Macdonald Retirement Services (International) Limited.

LATEST REPORTS

 
Brooks Macdonald- Equity Development Investor Forum January 2016
Published: Feb 01 2016

Andrew Shepherd, Deputy Chief Executive, presents on behalf of Brooks Macdonald following their January trading update.

Brooks Macdonald - BRK - Trading update 26th January 2016 from Private Investor World on Vimeo.

ARCHIVE

Foreign buyers gorging on UK stocks

Document can be downloaded here: UK plc ‘going for a song’

Being a shareholder in a company that receives a juicy takeover offer is a marvellous feeling. Something that many fortunate investors have experienced over the past 3 years. Thanks to a spate of M&A bids by deep pocketed overseas buyers – partly triggered by the June 2016 Brexit result, which sent the £ tumbling and adversely affected the FTSE.

Consequently today, given this trend is unlikely to end anytime soon, we’ve highlighted 30 possible acquisition ideas in the attached research paper. Spilt equally between large and smallcap stocks – covering a broad selection of industries.

What’s more we believe most of these businesses are underpinned by strong fundamentals and substantial upside in the event of predatory interest.

According to Factset Mergerstat/BVR, the average bid premium paid for such deals between 2004-14 was 30% – with the figure trending upwards since the global financial crisis.

Happy investing. Published 27th August 2019