On April 15, 2024, Titan Wealth announced the completion of the purchase of advisory firm Loveday & Partners. A longstanding client of Thistle Initiatives, Titan Wealth engaged our Mergers and Acquisitions team to assess Loveday & Partners' compliance with regulatory requirements as part of their due diligence process.
The deal will add £600m in assets under management (AUM) and bring in 1,000 clients, increasing Titan’s AUM to £17.3bn.
“Alex, Dorian, and the Mergers and Acquisitions team at Thistle Initiatives played a crucial role in this acquisition, demonstrating their compliance proficiency every step of the way.” – Andrew Fearon, joint CEO and Head of M&A at Titan Wealth.
Alex Paschalis, Investments Director at Thistle Initiatives, commended the Titan Wealth team on this successful acquisition. “I'd like to extend my congratulations to the Titan Wealth team on their latest acquisition. Working together on this project has been a pleasure, and we anticipate a continued partnership with them in the future.”
Thistle Initiatives offers Acquisition Due Diligence and Change in Control services. For inquiries, you can contact us by calling 0207 436 0630 or emailing info@thistleinitiatives.co.uk.