Deal typePrivate Equity & Transaction Services & Corporate Tax
IndustryProfessional Services
Client nameFortus Holdings Limited
Fortus, a full-service firm of accountants and business advisors, has secured investment from LDC, part of Lloyds Banking Group, to support its ambitious growth plans.
Headquartered in York with offices in Leeds and Scarborough, the business has a 115-strong team of specialists across accountancy, audit, tax, and other advisory services. It supports over 4,500 SMEs across the region, helping clients to navigate a complex and ever evolving regulatory landscape.
BDO provided financial due diligence, tax due diligence and tax structuring advise to LDC.
The Project Team Included:
Ben Coggin, Ben Holland, Rebecca Boor, Chloe Stimpson (Financial Due Diligence)
Nuala McLaughlin, Nathan Hughes (Tax Due Diligence)
Headquartered in York with offices in Leeds and Scarborough, the business has a 115-strong team of specialists across accountancy, audit, tax, and other advisory services. It supports over 4,500 SMEs across the region, helping clients to navigate a complex and ever evolving regulatory landscape.
BDO provided financial due diligence, tax due diligence and tax structuring advise to LDC.
"BDO is delighted to have supported LDC on its investment in Fortus, another strong mid-market transaction in Yorkshire. The business has built impressive momentum in the region, and this investment provides a compelling platform for further growth. It’s great to see continued investment into high-quality regional businesses."
Ben Coggin, Partner, Transaction Services
The Project Team Included:
Ben Coggin, Ben Holland, Rebecca Boor, Chloe Stimpson (Financial Due Diligence)
Nuala McLaughlin, Nathan Hughes (Tax Due Diligence)