Deal typePrivate Equity & Transaction Services
IndustryFinancial Services & Professional Services
Client nameShin Topco Limited (K3 Capital Group Limited)
BDO has provided financial due diligence services on the investment in Manchester-based Pareto Financial Planning and Luna Investment Management. The transaction gives Sun Capital backed K3 Capital Group a fifth operating division in the financial services sector.
Pareto provides financial planning advice to individuals and SMEs whereas Luna provides investment management services to private clients and advisers.
The transaction follows a trend of increases in financial and professional services transactions for BDO across the North West in recent years as well as a continuation of work with K3 Capital Group and Sun Capital.
The BDO project team included:
Chris Heatlie, Phil Duma, Stephen Moorcroft, Thomas Smith, Justin Jones Clewley, Robert Basu and Marcello Alberto (Financial due diligence)
Pareto provides financial planning advice to individuals and SMEs whereas Luna provides investment management services to private clients and advisers.
The transaction follows a trend of increases in financial and professional services transactions for BDO across the North West in recent years as well as a continuation of work with K3 Capital Group and Sun Capital.
The BDO project team included:
Chris Heatlie, Phil Duma, Stephen Moorcroft, Thomas Smith, Justin Jones Clewley, Robert Basu and Marcello Alberto (Financial due diligence)