Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameTitan Wealth Holdings Limited
BDO has provided financial and tax due diligence services to Titan Wealth on the acquisition of independent financial planning firm Loveday & Partners.
Founded in 2010, Loveday & Partners has grown organically through word-of-mouth referrals, and has a long track record of delivering excellent results for its clients.
The company’s directors and its team of advisers and administrators will stay with the business as part of the move. They will continue to advise on the c.£600 million of assets for their more than 1,000 clients – including families, pension funds, trusts and charities, throughout Norfolk. Loveday & Partners works closely with its clients to deliver tailored financial advice covering savings, investments, pensions, estate planning and long-term care.
The acquisition further expands Titan Wealth's geographical footprint, significantly increasing its presence in the East of England. It also enhances Titan Wealth’s capacity to deliver comprehensive, integrated investment and platform services through its vertically integrated offering."
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan (Financial due diligence)
Nicoletta Papademetris, James Cameron, Masinnie Tran, Ausaf Khan (Tax)
Laurence Mills (SPA)
Founded in 2010, Loveday & Partners has grown organically through word-of-mouth referrals, and has a long track record of delivering excellent results for its clients.
The company’s directors and its team of advisers and administrators will stay with the business as part of the move. They will continue to advise on the c.£600 million of assets for their more than 1,000 clients – including families, pension funds, trusts and charities, throughout Norfolk. Loveday & Partners works closely with its clients to deliver tailored financial advice covering savings, investments, pensions, estate planning and long-term care.
The acquisition further expands Titan Wealth's geographical footprint, significantly increasing its presence in the East of England. It also enhances Titan Wealth’s capacity to deliver comprehensive, integrated investment and platform services through its vertically integrated offering."
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan (Financial due diligence)
Nicoletta Papademetris, James Cameron, Masinnie Tran, Ausaf Khan (Tax)
Laurence Mills (SPA)