Strategy Consulting
RSM UK
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 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 firm was engaged to assist the shareholders in achieving their sale aspirations while ensuring that clients would be in safe hands with a strategic investment partner. This involved a thorough evaluation of potential buyers and careful negotiation to meet the specific needs of the shareholders. In another instance, RSM successfully advised Avid Insurance Services on its partial sale to Beech Tree Private Equity. The client sought a buyer to support and accelerate its growth while facilitating a full exit for one of the founding shareholders. RSM conducted a competitive proc