Deal typePrivate Equity & Transaction Services
IndustryFinancial Services
Client nameThe Progeny Group Limited
BDO has provided financial and tax due diligence services to Progeny on the acquisition of Chartered financial advice firm Carbon Financial Partners.
Multi-disciplinary professional services firm, Progeny, has acquired Carbon Financial Partners - a firm of Chartered financial planners with offices in Edinburgh, Glasgow, Aberdeen and Perth.
The acquisition adds £600m to Progeny's assets under management and strengthens its existing presence in Scotland.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan, Chris Lightfoot (Financial due diligence)
Nicoletta Papademetris, James Cameron, Beth Leleika, Ausaf Khan (Tax)
Multi-disciplinary professional services firm, Progeny, has acquired Carbon Financial Partners - a firm of Chartered financial planners with offices in Edinburgh, Glasgow, Aberdeen and Perth.
The acquisition adds £600m to Progeny's assets under management and strengthens its existing presence in Scotland.
The BDO project team included:
Rahoel Patel, Dougie Hunter, Sunny Yuan, Chris Lightfoot (Financial due diligence)
Nicoletta Papademetris, James Cameron, Beth Leleika, Ausaf Khan (Tax)