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Our Corporate Finance team advises Alquity on its acquisition of VAM Funds

13 December 2023

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Our Corporate Finance team recently provided financial due diligence and financial modelling advice to Alquity Investment Management on their acquisition of VAM Funds.

Alquity’s acquisition of VAM Funds is a significant milestone in their goal to create a multi-billion-dollar, international investment management business.

Paul Robinson, Founder & Executive Chairman of Alquity, said: “This strategic acquisition creates a fast growing, high-quality international investment management platform that offers the best of the best investment access for advisers alongside award winning service. This deal creates a new scaled company enabling us to accelerate our fund growth, attract more institutional investments and broaden the quality offering to clients. As well as expanding VAM Funds’ successful international multi-asset IFA business, over time we will also offer Alquity’s high-quality ESG and impact funds, tapping into the increasing demand for sustainable investment products.”

Peter de Putron, Chairman of VAM Funds, commented: “After 40 years in the financial services industry the time has come for me to retire. As part of my succession plan, I have sought out a team to take VAM on the next phase of its journey and I am delighted that Alquity will be that team.” 

The team at James Cowper Kreston was led by Brad McAvoy, who commented: “We were delighted to work with the Alquity team on their acquisition. This transaction builds on Alquity’s ambition to expand its international investor base and we look forward to working with the team again in the future as their growth plans continue.”