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Cover Image Rahoel Patel

Rahoel Patel

Partner at BDO

Financial Advisor

Deal Bio

Total Deals17

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

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11 Oct 2022|United Kingdom|Mortgage REITs: Diversified

Target: ASK PARTNERS

Bidder: OAKNORTH BANK

4 Service Providers

1 Target | 3 Bidder

12 Dealmakers

3 Target | 9 Bidder

n/a

Value

06 Dec 2022|United Kingdom|Diversified Financials

Target: FRONTIER DEVELOPMENT CAPITAL

Bidder: MERCIA ASSET MANAGEMENT

3 Service Providers

1 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

16 May 2023|United Kingdom|Asset Managers and Custodians

Target: RAVENSCROFT INVESTMENTS

Bidder: TITAN WEALTH

5 Service Providers

4 Bidder | 1 Vendor

7 Dealmakers

6 Bidder | 1 Vendor

n/a

Value

31 May 2023|United Kingdom|Consumer Lending

Target: MOTION FINANCE

Bidder: EVOLUTION FUNDING

5 Service Providers

1 Target | 4 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

07 Aug 2023|United Kingdom|Diversified Financials

Target: FISCAL ENGINEERS

Bidder: PROGENY GROUP

3 Service Providers

1 Target | 2 Bidder

10 Dealmakers

2 Target | 8 Bidder

n/a

Value

11 Oct 2023|United Kingdom|Management Consulting

Target: PRISM FINANCIAL ADVICE

Bidder: TITAN WEALTH

3 Service Providers

1 Target | 2 Bidder

8 Dealmakers

3 Target | 5 Bidder

n/a

Value

15 Apr 2024|United Kingdom|Asset Managers and Custodians

Target: LOVEDAY & PARTNERS

Bidder: TITAN WEALTH

5 Service Providers

1 Target | 4 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

10 May 2024|United Kingdom|Asset Managers and Custodians

Target: WIGMORE ASSOCIATES WEALTH MANAGEMENT

Bidder: TITAN WEALTH

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

11 Jul 2024|United Kingdom|Asset Managers and Custodians

Target: BLACK SWAN FINANCIAL PLANNING

Bidder: SKERRITTS

6 Service Providers

1 Target | 5 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value

05 Aug 2024|United Kingdom|Insurance Brokers

Target: QUESTGATES

Bidder: EQUISTONE PARTNERS

3 Service Providers

2 Target | 1 Bidder

7 Dealmakers

5 Target | 2 Bidder

n/a

Value

24 Jul 2024|United Arab Emirates|Asset Managers and Custodians

Target: AHR GROUP

Bidder: TITAN WEALTH

5 Service Providers

1 Target | 4 Bidder

21 Dealmakers

1 Target | 20 Bidder

n/a

Value

03 Jul 2024|United Kingdom|Property and Casualty Insurance

Target: TRISTAR SPECIAL RISKS

Bidder: SPECIALIST RISK GROUP

5 Service Providers

1 Target | 4 Bidder

12 Dealmakers

1 Target | 11 Bidder

n/a

Value

30 Oct 2024|United Kingdom|Knowledge Process Outsourcing

Target: PRYTANIA SOLUTIONS (PSL)

Bidder: HOULIHAN LOKEY INC

4 Service Providers

3 Target | 1 Bidder

10 Dealmakers

7 Target | 3 Bidder

n/a

Value

23 Oct 2024|United Kingdom|Asset Managers and Custodians

Target: GEORGE SQUARE FINANCIAL MANAGEMENT

Bidder: SODERBERG & PARTNERS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

21 Oct 2024|United Kingdom|Asset Managers and Custodians

Target: CHELTENHAM IFA

Bidder: SODERBERG & PARTNERS

4 Service Providers

1 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

03 Oct 2024|United Kingdom|Asset Managers and Custodians

Target: TAVISTOCK PARTNERS

Bidder: SALTUS

5 Service Providers

1 Target | 3 Bidder | 1 Vendor

9 Dealmakers

1 Target | 7 Bidder | 1 Vendor

n/a

Value

09 Dec 2024|United Kingdom|Asset Managers and Custodians

Target: SAVE & INVEST GROUP

Bidder: SKERRITTS

3 Service Providers

6 Dealmakers

n/a

Value

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