Raising finance for Copper Street Capital’s One Four Nine Group

BDO.LiveSite.Deals.IndustryFinancial Services
BDO.LiveSite.Deals.ClientNameOne Four Nine Group

One Four Nine is a national, independent financial advice (“IFA”) and fund management group, providing access to a broad range of wealth management products and solutions. One Four Nine is backed by financial services specialist investor Copper Street Capital, and led by an experienced management team who are executing a strategy of being a discerning acquiror of businesses in the IFA space.

BDO successfully advised the company in raising an innovative package of term debt, committed and uncommitted facilities in support of the company’s sixth acquisition in just over a year. The facilities will also support further acquisitive growth, allowing the company to efficiently access follow-on capital and re-leverage as the business scales.

“We mandated BDO Debt Advisory to leverage their expertise in supporting multiple buy and build platforms. They were instrumental in negotiating an innovative re-leveraging structure that empowers our management team to deliver our ambitious buy-and-build strategy. We very much look forward to working with them again soon!”   

Elliot Tahmasebi, Copper Street Capital