Success Stories
A snapshot of recent work, transactions and key engagements. These examples demonstrate where we’ve supported clients on complex tax matters and delivered meaningful outcomes.
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Bay Tree Private Equity
We advised Bay Tree Private Equity on its investment in Medicare Insourcing Services, a leading provider of clinical insourcing services to the NHS. Our role focused on delivering tax advice to support the transaction, ensuring the investment structure aligned with Bay Tree’s growth objectives while providing a platform for future expansion. The investment will support…
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YFM Equity Partners
We advised YFM Equity Partners on its £7.6m investment in Swanky, a Shopify Platinum agency focused on delivering high-quality e-commerce solutions. Our involvement centred on tax structuring, helping to ensure the transaction was executed efficiently and aligned with YFM’s broader investment approach while supporting Swanky’s future growth ambitions. The funding will enable Swanky to expand…
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Finyx
We advised Finyx on its acquisition of Woodhurst, a 30-person consultancy specialising in financial services. Our role focused on delivering tax advice to support the transaction, ensuring the structure aligned with Finyx’s growth strategy while maintaining flexibility for future expansion. The acquisition strengthens Finyx’s capabilities in the financial services sector, enhancing its advisory offering and…
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Broadfield Capital Partners
We advised Broadfield on its strategic investment in an accountancy firm as part of its continued expansion in the UK professional services market. Our role focused on providing tax advice in relation to the structuring of the transaction, supporting a private equity-backed platform designed to facilitate further growth and consolidation across the sector. The deal…
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SDI Group plc
We advised SDI Group on its £9.3m acquisition of PRP Optoelectronics, a specialist manufacturer of high-performance microLED components for the avionics, defence and industrial sectors. Our role focused on providing tax advice to support SDI’s buy-and-build strategy, ensuring the transaction was structured efficiently while aligning with the group’s broader acquisition objectives. The acquisition marks SDI’s…
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Onecom
We advised on Onecom’s acquisition of Matrix IT, a Microsoft partner providing professional IT services across the South Coast. Our role focused on supporting the transaction from a tax perspective, ensuring the structure aligned with Onecom’s wider acquisition strategy and recent integrations, while managing risk across a growing group. The acquisition strengthens Onecom’s managed IT…
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CellTech
We advised on Key Capital Partners’ investment in CellTech Communications, a fast-growing telecommunications infrastructure services provider. Our role focused on the tax structuring of a minority private equity investment, ensuring alignment with the founders’ ongoing ownership and the business’s future growth plans. The transaction provides CellTech with a strong platform to scale its operations and…
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Growth Lending
We provided financial and tax due diligence to support Growth Lending’s £3.5m investment in Regent Letting and Property Management Ltd. The funding enabled a management buy-out of minority shareholders and established a simplified ownership structure. The transaction provides a platform for growth, supporting Regent’s expansion in London’s premium lettings market and strengthening its position with…
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Bellrock Group
We advised on Bellrock’s acquisition of MW Lift Services, a specialist provider of lift installation and maintenance services. Our role focused on the tax aspects of the transaction, ensuring the structure supported Bellrock’s broader acquisition strategy and integration into its Critical Engineering division. The acquisition enhances Bellrock’s in-house technical capability and strengthens its self-delivery model…
