Robertson Baxter Acquired by Benchmark Capital in Strategic Move

Robertson Baxter, a financial advisory firm headquartered in Shepley, near Huddersfield, has been acquired by Benchmark Capital, which is associated with global asset manager Schroders. This acquisition will integrate Robertson Baxter into Benchmark over the next two years, adding £200 million in client assets under advice to Benchmark's portfolio. Founded by Greg Robertson and Stephen Baxter in 2007, the firm has been leveraging Benchmark's technology and investment solutions since 2017. The acquisition aligns with Robertson Baxter's growth strategy and provides a smooth exit strategy for the founders. The law firm Gordons advised on the sale, with Amy Pierechod and Lisa Murphy leading the deal for Robertson Baxter's majority shareholders. The acquisition aims to enhance Robertson Baxter's client servicing capabilities and ensures a stable environment for staff and clients.