WestBridge has made a majority investment in Beckett Investment Management
August 2026 — WestBridge Fund Managers Limited has agreed to make a majority investment in Beckett Investment Management Group, a leading financial planning business in the east of England. The transaction is the fifth investment from WestBridge III and is subject to regulatory approval by the Financial Conduct Authority (FCA).
WestBridge is an independent private equity house that invests in lower mid-market UK buy-outs and lower mid-market companies. The firm is currently investing its third fund, WestBridge III, which comprises over US$245 million in committed capital and earmarked co-investment monies. It invests between approximately US$14 million and US$55 million in profitable, successful and fast-growing companies.
Beckett is a financial advisory firm offering investment planning, retirement strategies, wealth management and employee benefits solutions. Established in 1988, the company has grown consistently and now has four offices in the UK, located in Bury St Edmunds, Norwich, Ipswich and Lowestoft.
Our role in the transaction
Oaklins Cavendish, one of Oaklins’ member firms in the UK, advised WestBridge on its majority investment in Beckett.
Talk to the deal team
Related deals
GroGlass has been acquired by Apogee Enterprises
Apogee Enterprises, Inc. (Nasdaq: APOG), a leading US provider of architectural building products, services and high-performance coated materials, has acquired GroGlass, a Latvia-based developer and manufacturer of high-performance anti-reflective and UV-protective glass coatings. The acquisition brings GroGlass’ differentiated coating technologies and materials science expertise into Apogee’s performance surfaces segment, broadening its product offering and market reach while expanding its manufacturing and R&D presence in Europe.
Learn moreCapvis has sold hessnatur to Wourth Group
Hess Natur-Textilien GmbH & Co. KG has become part of the international Wourth Group. With the change of ownership from Capvis to Wourth Group, hessnatur is entering its next phase of development. The transaction reflects the company’s successful strategic and business development in recent years, and creates a strong foundation for the future.
Learn moreNymann Kloak- & Miljøservice has been acquired by Serwent Group
Nymann Kloak- & Miljøservice has been acquired by Serwent Group. The acquisition expands Serwent’s footprint in Denmark while broadening its service offering and strengthening capacity across its existing platform. This transaction further supports Serwent’s ambition to become the leading Nordic operator in underground infrastructure maintenance.
Learn more