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New Deal


Announced

Titan Wealth Holdings to acquire Haibun Wealth.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Single Bidder

Friendly

Acquisition

Diversified Financials

Private

Pending

customised portfolio diversification

United Kingdom

Majority

Domestic

Synopsis

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Titan Wealth Holdings, a discretionary wealth management and asset management business, agreed to acquire Haibun Wealth, a London based financial intermediary, established to meet clients’ increasing demand for customised portfolio diversification and tax efficient investments. Financial terms were not disclosed. “We are excited by the acquisition and strongly believe joining the Titan Group will enhance the service we currently provide to our clients. The opportunity to join with a strategic partner providing greater resource will allow us to expand our offering and range of services as well as develop the experience for both existing and prospective clients. We look forward to working with James, Andrew and the wider Titan Group and continuing the growth of our business,” Stuart Knight, Haibun Wealth Co-Founding Partner.

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