Thistle Initiatives’ M&A Services team is delighted to have supported K3 Advisory, formerly known as K3 Capital, with its regulatory due diligence on the acquisition of pension specialists Organon Trustees — comprising Organon SIPP Services Limited, Organon SSAS Services Limited and Organon Trustee Services Limited.
Our client, K3 Advisory Group, has acquired Organon Trustees, a UK-based specialist in self-invested pensions, enhancing its continued growth across the group’s wealth management division.
Michael Cauter, Group CEO at K3 Advisory Group, said of the recent acquisition:
“This is a highly complementary acquisition that strengthens our Wealth Management offering in a focused and meaningful way. Organon Trustees brings deep technical expertise in self-invested pensions, alongside a strong reputation for quality and client service. It broadens the range of solutions we can offer and creates further opportunities to support clients and their advisers with more joined-up advice.”
Alex Paschalis, Partner at Thistle Initiatives, commented:
“Congratulations to the K3 Advisory Group and Organon teams. Our M&A specialists were delighted to support with the buy-side regulatory due diligence and look forward to working with K3 Advisory Group again as the business continues to grow.”
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, allowing you 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.