Supporting Titan Wealth Holdings As A Regulatory Adviser
Thistle Initiatives has acted as regulatory adviser to Titan Wealth Holdings Limited on a major new strategic investment into its group by Parthenon Capital.
James Dingwall, Founder, and CEO at Thistle Initiatives said: “We were delighted to assist the team at Titan Wealth with this transaction and I am sure that this investment will see them continue to excel as a business through both organic growth and acquisitions. Congratulations to the team at Titan Wealth”.
Parthenon will work closely with Titan Wealth and the management team to support further growth in the business, including investment in technology and best-in-class client service, enhancing Titan’s ability to deliver comprehensive, integrated investment and platform services through its client to custody strategy. This investment also provides access to additional capital to support future M&A. The investment is subject to FCA approval.
Andrew Fearon, Joint CEO & Head of M&A at Titan Wealth, said: “This is fantastic news for Titan Wealth and our future growth plans. It is a validation of our differentiated client to custody strategy and the partnership positions us well for continued strong organic and inorganic growth. Parthenon is a standout investor and we look forward to working with them.”
Parthenon is a leading US-based, private equity firm with a long track record of partnering with management teams to build franchise companies in the wealth management sector. Parthenon will become the majority shareholder in Titan, which represents its first platform investment in the UK.
Find out more about our Advisory and Acquisition Due Diligence services or to speak to a member of our expert team, please call 0207 436 0630 or email info@thistleinitiatives.co.uk.