Saffery

“For operational reasons, a quick transaction was required, which meant all our advisors had to work to extremely challenging deadlines, completing the deal within two months from letter of intent to completion. Not only did Saffery deliver to a high-standard, they also had the vision to advise on a financial structure which would benefit both parties, ensuring all concerned were satisfied with the outcome. I highly recommend Saffery, not only for their technical knowledge which is unquestionable, but the strategic vision and experience to aid completion.”

“The Saffery team provided excellent, timely and great value support to us on this transaction, enabling us to complete to schedule with confidence that we had a really good handle on the finance side risks associated with the trade.”

“Saffery has been our accountants and tax advisers since the inception of CWM in 2009. They have been integral in our growth journey and acted diligently and professionally throughout the transaction. It has been a pleasure to work with them over the last 15 years.”

“The Saffery team provided invaluable guidance and expertise throughout this transaction, which contributed to a seamless and efficient process. This investment will now enable us to continue on our exciting growth trajectory.”

“We are grateful to Niraj, Andrew and the team for their expertise and support on this strategic transaction. It was a pleasure working with them and we look forward to embarking on the next phase of Saepio’s rapid growth.”

“The Saffery team provided us with rigorous and commercially-focused financial and tax due diligence in this process, which was a core part of the successful execution of this important investment for us. We enjoyed working with the team and will look forward to future deals together”

“We are grateful to have the support of Saffery in completing our first add on acquisition.”

“I’d like to thank Coll, Niraj and the team for the fantastic job they did in supporting us across a number of areas on the transaction”

“We’re delighted with the outcome of this transaction and grateful for Saffery’s guidance throughout the process. Their expertise and support were invaluable in helping us find the right strategic partners for TRB, ensuring the business is well positioned for its next phase of growth while continuing to build on its strong UK heritage.”

“We are pleased to partner with the team at Vobis. They are a dynamic business with ambitious goals to grow and enhance their client offering. Vobis exemplifies the type of IFA business we aim to collaborate with through our ‘Home for Growth’ model. Combining our resources with their drive and capability, we look forward to a promising future. It’s great to have a team such as Saffery to help facilitate such investments.”

“Saffery picked the deal up quickly and delivered efficiently under tight deadlines. Their report gave us and the funder real confidence to complete.”

“This was a pivotal moment for Intellica, and we’re incredibly grateful for the insight, professionalism, and support provided by Hayley, Erin, and the entire team. Their financial due diligence gave us confidence throughout the process and played a vital role in helping us complete our first acquisition successfully. We’re excited about what’s ahead and look forward to continuing the relationship.”

“I want to sincerely thank the highly professional advisory teams at Trethowans and Saffery for their expert guidance; their support was instrumental in securing this transaction and setting us up for future success.”