Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameSoderberg & Partners Holding AB
Founded in 2008, Cheltenham IFA Ltd advises on £290m of client funds and has 13 local staff.
Soderberg & Partners is one of Sweden’s biggest wealth managers and has invested in a number of UK advice businesses in the past two years.
BDO provided financial and tax due diligence services to Soderberg & Partners on the acquisition.
The project team included:
Transaction Services: Rahoel Patel, Dougie Hunter, Brian Wong
Tax: Nicoletta Papademetris, James Cameron
Soderberg & Partners is one of Sweden’s biggest wealth managers and has invested in a number of UK advice businesses in the past two years.
BDO provided financial and tax due diligence services to Soderberg & Partners on the acquisition.
The project team included:
Transaction Services: Rahoel Patel, Dougie Hunter, Brian Wong
Tax: Nicoletta Papademetris, James Cameron