Thistle Initiatives is delighted to have supported The Private Office (TPO) on its agreement with Goldman Sachs Alternatives, which will see the internationally renowned investment firm become a minority shareholder in the business. The investment is accompanied by a significant reinvestment from TPO’s management team, led by CEO Stuart Phillips, and is subject to FCA approval.
The M&A Services team at Thistle Initiatives provided comprehensive regulatory due diligence support throughout the transaction.
TPO is a 180-strong chartered financial advisory firm that manages more than £3bn of clients' funds, formed in Leeds in 2008. Stuart Philips, CEO, commented:
“Goldman Sachs Alternatives is the ideal partner to support our ambitious growth plan as we continue to build the UK’s leading organically grown chartered financial planning firm, with employee ownership and exceptional client outcomes at our core.”
Alex Paschalis, Partner in the Investments team at Thistle Initiatives, said:
“Congratulations to Stuart Phillips, Alistair Callander, and the entire TPO team. We’re proud to have supported you at this important milestone and look forward to being part of your continued growth.”
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