Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameShackleton
BDO has provided financial and tax due diligence services to Shackleton on its acquisition of Shorts Financial Services.
Shorts Financial Services was part of Shorts Accountants and is based in Chesterfield 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)
Shorts Financial Services was part of Shorts Accountants and is based in Chesterfield 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)