Independent Wealth Planners (IWP)
Amount: In excess of £120mA 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 £50mSuccessfully raised funds for a national wealth management group looking to acquire and consolidate companies in the wealth management sector throughout the UK.
Titan Wealth
Amount: In excess of £200mA national wealth management group looking to acquire asset management businesses in the UK. Backed by Ares Management, Maven Capital and Hambleden Family office. Welbeck facilitated initial equity funding of £20m and sourced a credit line in excess of £200m.
Falanx Group
Amount: £4.2mAn equity investment from certain institutions for Falanx plc.
Other Buy and Builds
Amount: -Welbeck are advising on three buy and build opportunities in the vape, accountancy and insurance sector.