Robertson Baxter secures future in Benchmark deal

A financial advisory firm has been bought by a major industry player.

Robertson Baxter, based in Shepley, near Huddersfield, has been acquired by Benchmark Capital, part of global asset manager Schroders.

The deal adds £200 million in client assets under advice to Benchmark’s portfolio.

Having used Benchmark’s technology and investment solutions since 2017, Robertson Baxter, founded in 2007 by Greg Robertson and Stephen Baxter, will now fully integrate into the firm over the next two years. 

Greg said: “Having worked with Benchmark for several years, we knew they were the right partner to support our business growth and secure a long-term home for our staff and clients, as well as a smooth exit strategy for me and Stephen.

“We’re pleased to be joining their network too, to leverage their broader practice management support to help us service more clients more efficiently than ever before.”

Yorkshire law firm Gordons advised on the sale, with corporate partner Amy Pierechod and solicitor Lisa Murphy leading the deal for Robertson Baxter’s majority shareholders.

Amy added: “Robertson Baxter has been a client for many years and has undergone an impressive growth journey. 

“It is great to have played a part in securing its future with Benchmark, which will be a strong asset to its ongoing growth while continuing the excellent service it provides to clients.”

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