Jamieson is pleased to announce that it has advised Mary-Anne McIntyre and the management team of Amber River as it partners with Stone Point Capital LLC to support its next phase of growth. Stone Point is a financial services-focused investment firm with over $70 billion of assets under management and deep experience investing in the wealth management sector. Founding private equity investor Penta Capital will remain onboard as a key investor.
Amber River is the first in a new generation of financial planning businesses with regional face-to-face advice at its core and is entrusted with £13.6bn of AUMA. It brings together over 330 of the UK’s finest independent financial planners, advisers, technical experts and investment professionals who deliver their advice through its 13 welcoming regional wealth centres across the UK and two dedicated Centres of Excellence for mortgage advice and investment management, all backed by national scale and expertise.
“Jamieson did an excellent piece of work for our exit process, they are always right by your side lending their expertise each step of the way and I would highly recommend them to any management team that is thinking of exiting. In summary, top class team, top class piece of work and great to work with.”
Mary-Anne McIntyre, CEO
The transaction is expected to close in the summer of 2026.
Ian Jamieson, Stephen Maxwell, Alexander Wilson & Alison Dunning advised the management team on the terms of their continued shareholding and equity incentives in the business.
