Strategy Consulting
PWC
Full Credential Description
RSM’s M&A and private equity team advised Five Wealth Limited on successfully securing private equity funding from Foresight Group. The client faced challenges in identifying a suitable investment partner and negotiating favorable deal terms. RSM provided tailored support by guiding Five Wealth through the entire process, from identifying Foresight Group as the right partner to project managing the deal to completion. The new funding is expected to significantly drive the company’s growth plans. Additionally, RSM acted as lead advisors for the sale of Michael J Field Consulting Actuaries (MJFCA) to XPS Pensions Group. The shareholders sought assistance in achieving their sale aspirations while ensuring that their clients would be well taken care of post-sale. RSM's expertise in identifying a strategic investment partner was crucial in facilitating a smooth transition. In another instance, RSM successfully advised Avid Insurance Services on its partial sale to Beech Tree Private Equity.
Measurable Results
Professional consulting and advisory services delivered