Money Advice Direct

“We are delighted to have achieved this result for the business that Daniel Freedman co-founded and found such a strong partner in the form of Lovell Minnick for the next stage of its growth. Howard and Ben were an excellent support throughout this process, and provided us with first class advice and guidance throughout.”

“We chose to partner with LMP because of the firm’s excellent track record of working with management teams to scale and enhance wealth and asset management firms. Their deep experience in the space and our sense of shared values and culture align with our focus on providing an exceptional service and experience for our clients.”

“This partnership will enable us accelerate our global growth plans by investing in our people, technology, sales and marketing.  I would like to thank the whole team at Cavendish for providing advice and guidance on this transformational transaction.”

“This new partnership is a very exciting opportunity for Tempcover to both consolidate its existing position and provide a platform for further growth into new verticals and markets. Many thanks to Ben and the Cavendish team who provided invaluable advice throughout the process and helped us achieve this great outcome for the Company.”

We were delighted with our decision to engage with Cavendish to advise us on our plans to bring inward investment into the group. Duncan, James Ellis and James Baker brought such complementary skills to our internal deal team. They calmly helped us navigate through all stages of the process, due diligence and through to completion. They were a pleasure to work with and I’d highly recommended them

“The Cavendish team led by Joe Stelzer and supported by Chirag Gohil did an outstanding job in identifying Begbies as a perfect home to drive our future growth. Cavendish negotiated an excellent deal and provided invaluable guidance to us through the process.”

I am delighted that we have secured a new loan facility an that our three existing funders continue to support the business during this challenging period, demonstrating their confidence in Morses Club and our growth and digital diversification strategy.

“This new partnership is a very exciting opportunity for Tempcover to both consolidate its existing position and provide a platform for further growth into new verticals and markets. Many thanks to Ben and the Cavendish team who provided invaluable advice throughout the process and helped us achieve this great outcome for the Company”.

“This is an exciting deal for our business. Baird Capital’s experience and resources will be invaluable as we seek to further enhance our services and global reach. Baird’s deep understanding of the financial services industry and its global network will be valuable as we look to drive our growth both domestically and abroad. Our improved capabilities will also help us better serve our institutional clients who now, more than ever, need excellent advice to help them in their search for yield and to protect their portfolios in today’s highly volatile markets.
We are building bfinance’s next phase of growth on very strong foundations, with our client base of blue-chip institutions and clearly differentiated advisory services winning an increasing number of adherents globally. When looking for an advisor we wanted someone with an international network and experience of working with Private Equity firms. Cavendish had the expertise to facilitate the transaction and the support they provided was invaluable.”

“We are very pleased to be joining forces with Fidante Partners which is a highly successful multi-boutique fund manager in the world’s fourth largest pension market, Australia. We believe that bringing the capability of Fidante Partners to Dexion Capital is very attractive to both investors and managers. For investors, it provides access to a range of managers who have the same high standards of reporting, governance, transparency and fair fees via our combined platform. For managers, it builds on Dexion Capital’s existing distribution strengths by adding Fidante’s capability in Australia. Alternatives are the fastest-growing investment sector and will comprise 15% of global assets under management and 40% of revenues by 20201. Moreover, boutique managers punch above their weight in alternatives.”