Holmes Mackillop’s Finlay Swan, alongside Rachel Loose, have advised the shareholders of Charleston Financial Services Limited (“CFS”) on the successful sale of their shares to Pivotal Growth Limited (“Pivotal”).

CFS, a specialist commercial mortgage brokerage, is a UK market leader and a key prize for Pivotal.

Finlay said:

“We are delighted to have facilitated this sale. Our expertise in this sector was crucial in navigating the complexities of this transaction. The track record CFS has speaks for itself, and I am glad that our clients are reaping the rewards of many years' hard work. It is extremely satisfying being able to assist an owner-led business in a sale, and we wish James all the best going forward.”.

Our clients were supported by the corporate finance team at Azets, led by Gary Hyem, who have – as always – provided a stellar service.

The Holmes Mackillop corporate team advise on the complete life cycle of a business, across a variety of prominent sectors in the UK market. Contact a member of our team, Ralph Riddiough , Finlay Swan or Rachel Loose to find out how we can help you.

For more information on this deal, follow the link to the Financial Times article here.