Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameSoderberg & Partners Holding AB
Grosvenor Consultancy is a regional IFA based in Bristol and Swindon. The firm has around £650m of client assets under management, with 16 advisers and 19 support 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, Jack Gibson, Charlie Middleton
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, Jack Gibson, Charlie Middleton
Tax: Nicoletta Papademetris, James Cameron