Financial Services

HFMC Wealth

Year

2020


Transaction type Debt Advisory

Sector Financial Services

“We are delighted to have been able to deliver this carefully selected acquisition which is a key part of our growth plan. The support and funding put in place by finnCap and provided by ThinCats allows us to pursue other potential acquisitions with like-minded wealth and financial planning firms and we expect further deals to be agreed during the next year as we continue our growth strategy. We are building a financial planning and wealth management business that retains the depth of understanding and relationship that comes with being a client focussed business whilst providing the range of services normally associated with a Private Bank. finnCap provided us with the knowledge of market and debt structure expertise that we didn’t have in house and we very much look forward to working together on future acquisitions.”

JEREMY HOYLAND
CEO, HFMC WEALTH

Meet the deal team

  • Alistair Hay

    Alistair Hay

    Partner


    ahay@cavendish.com

    +44 (0) 20 7908 6037

  • Krishan Raval

    Krishan Raval

    Director


    kraval@cavendish.com

    +44 (0) 20 3772 4706