Skip to content

Thistle Initiatives assists CBPE Capital with regulatory due diligence for investment in Clifton Asset Management

Our client, private equity firm CBPE Capital, has announced a significant investment in Clifton Asset Management. CBPE engaged Thistle Initiatives' Mergers and Acquisitions team to assist with the regulatory due diligence related to this investment in Clifton.

Richard Thompson, a partner at CBPE, noted that Clifton’s scalable business model and clear focus on accelerating its merger and acquisition strategy meant the business is well positioned to continue its growth journey.

Alex Paschalis, Investments Partner at Thistle Initiatives, stated: 'We extend our congratulations to the CBPE team on their investment in Clifton Asset Management. It was a pleasure collaborating with them, and we look forward to partnering on future transactions.'

Richard from CBPE further commented: 'We appreciate the support the Thistle team has provided in conducting what was complex regulatory due diligence including pension administration. They actively assisted in finalising the deal and provided valuable insights into Clifton's regulatory status. We are excited to welcome Clifton aboard, as we are impressed by the company’s growth track record and the high quality of care they offer their clients.'

Thistle Initiatives offers Acquisition Due Diligence and Change in Control services. For inquiries, please contact us at 0207 436 0630 or via email at info@thistleinitiatives.co.uk.