Acquiring Company
SYS Financial
Acquired Company
CJK Financial Planning
Description
SYS Financial has continued its acquisition spree by acquiring CJK Financial Planning, a pensions and investment specialist. This deal will increase SYS Financial's total assets under management to over €1.3bn. CJK's founder, Colm Kelly, will continue to serve clients in a new role as Senior Private Clients Consultant.
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M&A Insights
Based on deal dataFrequently asked
Who acquired CJK Financial Planning?
CJK Financial Planning was acquired by SYS Financial, based in Ireland. The deal was reported on August 26, 2026. SYS Financial is a financial advisory firm managing assets exceeding €650 million. The company is focused on expanding its services and plans to grow its assets to over €1 billion by the end of the year. SYS Financial is privately held and operates in Financial Services.
When did SYS Financial acquire CJK Financial Planning?
SYS Financial's acquisition of CJK Financial Planning was reported on August 26, 2026. SYS Financial has continued its acquisition spree by acquiring CJK Financial Planning, a pensions and investment specialist. This deal will increase SYS Financial's total assets under management to over €1.3bn. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does CJK Financial Planning do?
CJK Financial Planning is an established pensions and investment specialist. They provide financial services tailored to client needs and have built long-standing relationships within the community. It is privately held, operating in Financial Services, and is based in Ireland.
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