• In January 2019, Canaccord Genuity Wealth Management, a discretionary fund management firm, acquired McCarthy Taylor, a chartered independent financial adviser based in Worcester
• McCarthy Taylor was established in 1998 by Paul Taylor, the principal selling shareholder, who will be retiring in due course following the deal. It provides financial advice and discretionary wealth management services for individual and corporate clients
• The firm has won multiple awards and was a Top 100 IFA firm for the last four years with New Model Adviser
• Our role included identifying the buyer in a focussed auction process and advising on the structure and terms of the sale

“I am very grateful to Asgard Partners for their work in achieving a highly satisfactory successful outcome for myself, my clients and staff. They have a high level of knowledge in this sector, sourced considerable interest in McCarthy Taylor and ultimately negotiated a good deal with a strong and complementary counterparty. I would have no hesitation in recommending them.”
Paul Taylor, Chief Executive Officer, McCarthy Taylor

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