Ex-Paraplanner appointed as M&A Director

11 October 2020

Jade Connolly, former head of Paraplanning at Thomas Miller Investments*, has joined Dyer Baade & Company, an independent corporate finance boutique, specialising in mergers and acquisitions, as Merger & Acquisitions Director.

Previously Strategy & Acquisitions Manager at Ascot Lloyd, one of the most active acquirers in this sector, Jade has led more than 20 acquisitions of small, medium and large wealth management firms.

At Dyer Baade, Jade’s focus will be on advising business owners in the IFA, financial planning and wealth management sector on valuation, exit strategy and deal negotiation.

The company has also appointed Edward Shurville-Darlington, as M&A Transaction Manager. Edward is a chartered accountant and began his career at KPMG.

Dr. Daniel Baade, CEO of Dyer Baade, said: “I am pleased that we have been able to hire Jade  and Edward. Both join us at a time when the firm is rapidly expanding its client base and range of services.”

* Jade was the October 2015 Professional Paraplanner cover star. You can read more about her journey in the next issue of the magazine.

Professional Paraplanner