Acquisition of Delta Financial Management by Saltus

Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameSaltus Financial Planning
BDO has provided financial and tax due diligence services to Saltus on its acquisition of Delta Financial Management.

Saltus has acquired Delta Financial Management, a Hertfordshire based wealth firm with a 45 year history and around £400m AuA. 

The BDO project team included:

Rahoel Patel; Dougie Hunter; Raeis Essop (Financial due diligence)
Nicoletta Papademetris; James Cameron; Burhan Babar (Tax)