Nordic group invests in UK wealth manager in expansion push
Deal Flash
Fidelius Ltd, an independent financial services group, has received a significant investment from Söderberg & Partners, one of the Nordic region’s leading financial advisors. The investment is subject to FCA approval.
Fidelius, with offices in Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management and employee benefit mortgages, as well as specialist advice to returning expats. Launched in 1998, Fidelius has grown significantly through both organic and M&A expansion.
In Sӧderberg & Partners we have found a partner who sees the world the same way we do. I am very excited to have Sӧderberg working alongside us to support Fidelius in investing in smaller entrepreneurial firms who require the correct support and resources in order to realise their true growth potential. The whole team at Fidelius is incredibly excited about the next phase of our journey, and we are delighted to have found Sӧderberg & Partners to work with moving forward. Thanks to all the Oaklins Cavendish team for your help and support during the process. Having you on board made a real difference, and allowed us to get on and run the business.JIM GRANT, CEO, FIDELIUS LTD, UNITED KINGDOM
Oaklins' global reach helped find the right partner
Oaklins Cavendish, based in the UK, advised the shareholders of Fidelius on the investment and retained equity option agreement, along with the management incentive scheme, shareholders’ agreement and equity terms.
Talk to our advisor
Partner
View profile
Read more about the transaction, market trends, deal drivers and M&A valuation aspects
