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 Lowes Financial Management.
Saltus has acquired Lowes Financial Management, a Newcastle based wealth firm with a 50 year history and around £1bn AuA.
The acquisition increases the group's assets under advice to over £8bn and staff to over 350.
The BDO project team included:
Rahoel Patel, Dougie Hunter (Financial due diligence)
Nicoletta Papademetris, James Cameron and Burhan Babar (Tax)
Saltus has acquired Lowes Financial Management, a Newcastle based wealth firm with a 50 year history and around £1bn AuA.
The acquisition increases the group's assets under advice to over £8bn and staff to over 350.
The BDO project team included:
Rahoel Patel, Dougie Hunter (Financial due diligence)
Nicoletta Papademetris, James Cameron and Burhan Babar (Tax)