• In April 2014, Ingenious Asset Management (“IAM”), part of the Ingenious Media group, agreed to acquire Thurleigh Investment Managers LLP (“Thurleigh”)
• Both businesses were founded in 2003. In April 2014, IAM managed £1.5bn AuM, primarily in global multi-asset portfolios. Thurleigh’s £300m AuM, predominantly high-net-worth discretionary private client assets, and its investment and back office team will be merged into IAM’s business
• The combined business will manage £1.8bn in discretionary private client assets and platform-based model portfolios
• Our role included identifying and valuing the target, structuring the transaction and advising IAM throughout in a auction of Thurleigh’s business

“Asgard identified Thurleigh as a potentially attractive acquisition and introduced us to the founders some two years before they decided to sell. This early introduction and Asgard’s subsequent advice and hard work meant we were ultimately the successful party in a competitive bid process.”
Guy Bowles, CEO, Ingenious Asset Management

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