Strategy Consulting
PWC
Full Credential Description
Five Wealth Limited, an independent wealth management and financial planning company based in Manchester, faced the challenge of securing private equity funding to support its succession planning strategy and accelerate future growth. Founded in 2016, the company had grown to include eight advisers and 27 staff members, serving over 600 clients across the Northwest. RSM’s merger and acquisition (M&A) and private equity (PE) team provided a tailored solution by identifying Foresight Group as the investment partner. They expertly negotiated the deal terms and managed the project through to completion. The secured funding is expected to drive Five Wealth's growth plans both organically and through acquisitions, positioning the company for future success. The transaction team, consisting of Rikesh Patel, Ben Everson, Hallam Wilson, and Austin Halewood, played a crucial role in ensuring a smooth process. The successful completion of this funding round marks a significant milestone for Five
Measurable Results
Professional consulting and advisory services delivered