We advised on the secondary buy-out of Boston MFO backed by Horizon Capital

Our Deal advisory team is delighted to announce that it has advised on the successful secondary buyout of Boston Multi Family Office (“Boston MFO”), backed by Horizon Capital LLP (“Horizon Capital”).

Boston MFO is a leading Isle of Man based multi-family office that provides a full suite of family office and fiduciary services globally.

Following Rockpool Investments’ exit, Horizon Capital will take a majority stake in the company, supporting the management team as they continue on to successfully grow the business organically and through further acquisitions.

Our Deal Advisory team also advised on the initial Management Buy-Out by Katherine Ellis and Alex McNee in October 2019 and were excited at the opportunity to be appointed as lead adviser in the secondary transaction.

The transaction remains subject to regulatory approval.

Mazars LLP have been our lead advisors throughout this transaction, their guidance and continued support throughout the process has been invaluable. We worked closely with Paul Joyce, Fred Dearden, Jack Haynes and Kallon Brooker, their expertise, work ethic and professionalism have been outstanding.

Katherine Ellis CEO of Boston MFO
Paul Joyce

Our journey with Boston began almost four years ago when Katherine asked us to support her and the team with a potential MBO. Having found the ideal partner in Rockpool Investments we’ve thoroughly enjoyed working beside Katherine, Alex and the team as the business has flourished and grown. To have the opportunity to then advise and support them as they transitioned from Rockpool Investments to a new investor was one that we were delighted to accept but we also knew how important this stage of the journey would be. Horizon Capital are the perfect partner for the next stage of Boston’s journey and we look forward to having the opportunity to continue to support Katherine, Alex and the team as the business continues to grow.

Paul Joyce Partner - Mergers & Acquisitions

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