HFMC Wealth has raised funds

January 2020 — HFMC Wealth Ltd has secured debt facilities to acquire Aspinnalls Group.

HFMC provides wealth planning and investment management to both high-net-worth individuals and businesses, and has 80 employees in two offices. HFMC has been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice and a commitment to providing service and support of the highest quality.

Our role in the transaction

Oaklins Cavendish, based in the UK, advised HFMC Wealth on securing debt facilities.

Service

Funding, debt advisory & ECM

Parties

“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 Oaklins Cavendish 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 focused business whilst providing the range of services normally associated with a private bank. Oaklins Cavendish 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 Ltd

Talk to the deal team

Alistair Hay

Partner

London, United Kingdom
Oaklins Cavendish

View profile Get in touch

Related deals

Bolster Investment Partners has secured debt financing for the acquisition of Royal Taste Company

Private Equity | Food & Beverage

Bolster Investment Partners has secured debt financing for the acquisition of Royal Taste Company

Bolster Investment Partners has partnered with Royal Taste Company, a leading Dutch custom signature coffee platform offering end-to-end sourcing, blending, roasting, packaging and delivery services. The partnership marks an important next step in Royal Taste Company’s growth trajectory, focused on further geographical expansion, commercial development and selective strategic acquisitions.

Learn more

Verdane has completed the acquisition of Augmentum Fintech

Financial Services

Verdane has completed the acquisition of Augmentum Fintech

Following the acceptance of its offer and subsequent shareholder approval, Augmentum Fintech plc has been acquired by Verdane Advisors AS.

Learn more

Berner Group has completed a US$23.4 million private credit financing

Real Estate

Berner Group has completed a US$23.4 million private credit financing

Berner Group has successfully closed a US$23.4 million secured private credit facility to fund the repositioning of a former rehabilitation clinic into a student housing scheme in the Rhine-Main region of Germany. The financing was provided by a private debt fund, and structured across three tranches to address the specific requirements of the transaction, including the refinancing of existing bank facilities, funding of capital expenditure and operating costs during lease-up and a conditional tranche linked to the completion of fire safety and remediation works. The deal was structured with a comprehensive security package comprising a first-ranking land charge, share pledge and subordination agreements with existing lenders. Approximately 1% cash equity was contributed by the sponsor, reflecting the strength of the underlying asset and business plan.

Learn more