Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameSoderberg & Partners Holding AB
George Square, based in Nottingham, manages £400m of client assets with a team of 10 advisers and 10 support staff. It also has an adviser covering London from Worthing, as well as two appointed representatives in Sheffield and Newark.
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, Sunny Yuan
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, Sunny Yuan
Tax: Nicoletta Papademetris, James Cameron