Acquisition of Save & Invest Group 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 Save & Invest Group.

Save & Invest Group, launched in 1985, has offices in Glasgow, Edinburgh & Perth with AuM of £550m.

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, Chris Lightfoot (Financial due diligence)
Nicoletta Papademetris, James Cameron, Tina Agnosteva (Tax)