Acquisition of Robson Lister by Shackleton

Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameShackleton
BDO has provided financial and tax due diligence services to Shackleton on its acquisition of Robson Lister.

Robson Lister, established in 2001, is based in Sutton Coldfield with £350m of AuM.

Shackleton has an established nationwide presence and has been rapidly growing its scale, and reputation of being an industry consolidator, through a successful Buy & Build strategy, supported by Sovereign Capital Partners. The acquisition brings Shackleton's assets under advice and management to around £5.5bn.

The BDO project team included:
Rahoel Patel, Dougie Hunter, Brian Wong (Financial due diligence)
Nicoletta Papademetris, James Cameron, Tina Agnosteva (Tax)