Thistle Initiatives’ M&A Services team is delighted to have supported Stone Point Capital with its regulatory due diligence on its investment in Amber River, one of the UK’s largest financial advice groups.
Amber River has £13.6bn of AUMA and more than 330 financial advisers supporting around 80,000 clients. It is now made up of 13 regional wealth centres across the UK and two dedicated Centres of Excellence for mortgage advice and investment management. Penta Capital, the firm’s founder investor, will retain a stake in the business.
Stone Point Capital is a US-based investment management firm focused on the global financial services industry. The transaction is expected to complete this summer subject to regulatory approval.
Harry Cotton, Partner and Head of M&A at Thistle Initiatives added:
“Congratulations to Stone Point Capital and the Amber River team. This is a significant step for the business, and we were pleased to support the process through the work of our expert team. We look forward to working together again in the future and supporting their growth with this new investment.”
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 reach out to us at 0207 436 0630 or via email at info@thistleinitiatives.co.uk