We are delighted to have supported AWI Services, a specialist acquirer of independent financial advice and wealth management firms, in securing acquisition financing from Triple Point to execute a transformational acquisition of IAS Financial Planning, accelerating their buy-and-build strategy.
Sachin Pattni, CEO of AWI Services said: “Completing this acquisition marks a significant milestone in AWI’s growth journey. Altenburg Advisory’s expertise in structuring debt solutions for the IFA consolidation space was invaluable, they understood our strategy from day one and worked tirelessly to secure terms that give us the platform to continue building something special. We are very appreciative of Triple Point for their support and look forward to welcoming the IAS Financial Planning team into the AWI family”
Adam Agius of Altenburg Advisory said: “This transaction is a strong demonstration of the continued appetite from specialist lenders to support well-managed consolidators in the IFA and wealth management sector. AWI has built an impressive platform and we are proud to have played a role in financing a transaction that will meaningfully accelerate their buy-andbuild ambitions”
About AWI Services
AWI Services is a specialist acquirer of independent financial advice and wealth management firms. Having already completed five company acquisitions and five client book acquisitions, AWI has established a strong and growing platform from which to continue its buyand-build strategy
About Altenburg Advisory LLP
ACP Altenburg Advisory is a specialist debt advisory firm that works with established UK businesses seeking debt financing to help them achieve their strategic objectives. Altenburg advises on, structures and arranges bespoke financing solutions, with a focus on cash flow finance, speciality finance and real estate funding.