Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameWestBridge
BDO has provided financial, regulatory capital and tax due diligence and structuring support to WestBridge on its acquisition of Beckett Investment Management (subject to FCA approval).
Beckett Investment Management Group is a leading East of England financial planning business with around £2bn of assets under advice. Founded in 1988, and previously backed by Foresight in 2021, it provides holistic financial planning and employee benefits services to private and corporate clients through offices in Bury St Edmunds, Norwich and Ipswich.
The BDO project team included:
Phil Duma, Dougie Hunter, Giovanni Giro, Arka Dey (Financial & regulatory capital due diligence)
Tom Klouda, Nathan Hughes (Tax due diligence)
James Pratt, Alex Clegg (Tax structuring)
Beckett Investment Management Group is a leading East of England financial planning business with around £2bn of assets under advice. Founded in 1988, and previously backed by Foresight in 2021, it provides holistic financial planning and employee benefits services to private and corporate clients through offices in Bury St Edmunds, Norwich and Ipswich.
The BDO project team included:
Phil Duma, Dougie Hunter, Giovanni Giro, Arka Dey (Financial & regulatory capital due diligence)
Tom Klouda, Nathan Hughes (Tax due diligence)
James Pratt, Alex Clegg (Tax structuring)