Advising Palatine Private Equity on their sale of Wren Sterling

We have advised Palatine on the secondary buyout of financial adviser Wren Sterling to the management team backed by Lightyear Capital LLC.

Wren Sterling, founded in 2015 through the Palatine-backed management buyout of Towergate Financial, has grown substantially over the last seven years with impressive increases in the size of the business and its profitability. During this time Wren Sterling has completed eight bolt-on acquisitions expanding its presence to seven offices across the UK.