LATEST TRANSACTIONS

Independent Wealth Planners (IWP)

Amount: In excess of £120m

A national wealth management group looking to acquire and consolidate companies in the wealth management sector throughout the UK. Funding was provided by Ares Management and Gresham House and Welbeck Group facilitated initial equity funding of £10m and sourced a credit line in excess of £100m.

Attivo Group

Amount: In excess of £40m

A national wealth management group looking to acquire and consolidate companies in the wealth management sector throughout the UK.

MJ Hudson

Amount: £5m

Pre-IPO funding for the recently listed MJ Hudson Group plc using convertible loans and loans with warrants.

Falanx Group

Amount: £4.2m

An equity investment from certain institutions for Falanx plc.