We advised Boston Family Office

Boston is an independent fiduciary services group in the Trust & Fund Administration sector, which provides a range of fiduciary and corporate services. Headquartered in the Isle of Man, the business also operates from Malta and Dubai to deliver services to an international client base.

The deal was structured to cash out the majority shareholders, who had setup up the Multi Family office from an original Single Family office, and allow the incumbent management team to take on the business with the support of an equity backer. The investment represents Rockpool’s first in the sector and builds on their expertise in the wider financial and professional services sectors.

Why us?

Our team provided a hands-on approach at an early stage, introducing management to a range of funders before helping them decide on their preferred funder. Our management advisory services included financial modelling of the target entity, returns analysis for the incoming shareholders, advice on deal structure and negotiation with the funder, advice on tactics with the vendor and overall process management and support.

“The MBO of Boston Multi Family Office is an important and significant milestone for our business, and the support and guidance from Paul Joyce, Fred Dearden and the whole team at Mazars was pivotal to constructing and concluding the deal. 
Paul and Fred introduced us to our new partners at Rockpool and advised management throughout the process. We’re confident this new investment will fuel our ambitious programme of organic and strategic acquisitive growth.

The market knowledge and transaction experience of the Mazars team was exceptional, and it was a pleasure to deal with such a professional and personable team. I look forward to continuing to work with them as we enter this exciting new chapter in the Boston story”

Katherine Ellis
Chief Executive Officer, Boston Multi Family Office

Get in touch

If you would like any further information on this transaction or to understand how we can help support your business, please contact Paul Joyce below.