Thistle Initiatives’ M&A Services team is pleased to have supported Cow Corner and Summit Partners with regulatory due diligence ahead of the acquisition of Acumen Financial by One Point.
Independent financial adviser Acumen Financial has attracted strategic investment from accounting and wealth management firm One Point Advisory Services as part of a partnership-led growth initiative.
One Point, supported by investment firms Cow Corner and Summit Partners, helps to grow accountancy firms and IFAs that wish to preserve their independence as leading firms in their local markets, rather than becoming part of a national firm.
Harry Cotton, Head of Transaction Services at Thistle Initiatives, commented:
“We are delighted to have supported Cow Corner and Summit Partners with regulatory due diligence on this transaction. It is encouraging to see continued investment in high-quality IFAs such as Acumen Financial, particularly through models that prioritise independence and long-term growth. This further develops our ongoing association with Cow Corner and One Point.”
Thistle Initiatives specialises in acquisition due diligence and change-in-control services, guiding businesses through every phase of the acquisition process.
Our expert team ensures that all FCA regulatory and compliance requirements are meticulously addressed, enabling clients to navigate transactions with confidence. For more information, or to discuss how we can assist with your acquisition needs, please contact us on 0207 436 0630 or via email at info@thistleinitiatives.co.uk.