Kingswood were engaged to advise the Board of a listed Wealth Management Group on their acquisition strategy to assist identifying targets, negotiation heads of terms, undertaking and managing due diligence work streams, SPA negotiations and completion matters.
Sector: Financial Services (FCA regulated)
Deal Type: Multiple acquisitions – both asset and corporate purchases
Deal values: Ranged between £1m – £5m
Our involvement:
- Negotiation of Heads of Terms and transaction structure
- Financial and tax due diligence
- Management of the due diligence work streams, including legal, regulatory and commercial
- Negotiation of transaction documents
- Review and negotiation of final completion accounts
- Transaction management, including ensuring regulatory and AIM requirements were followed
