Raising finance for August Equity's investment in Superbia Group
Established in 2019 Superbia group is a fast growing Independent Financial Advisor. The group provides access to a comprehensive range of wealth management products, solutions and services, most notably financial planning and advice, investment research and discretionary fund management.
BDO Debt Advisory were originally engaged by Superbia to advise on a debt raise, during the process the business was approached by a number of financial sponsors seeking to invest equity in the business. Our role evolved in to delivering a staple debt process and subsequently supporting August Equity Partners on raising on acquisition finance.
The flexibile finance package was raised to dovetail with the initial investment and provide follow on finance to support the buy and build strategy.
"BDO Debt Advisory acted as a trusted advisor throughout the process, offering considered and strategic guidance every step of the way. Their deep understanding of the wealth management sector was invaluable, and they delivered a highly flexible debt facility that aligns perfectly with our ambitious growth plans. We would not hesitate to work with them again in the future."
Stefan Fura, CEO Superbia