Case Study 1min(s)

Shawbrook supports Throgmorton with additional debt funding to fast-track buy and build strategy

Financial Advisory group, Throgmorton Capital Management is set to boost its bolt-on acquisition strategy, following an extension to its debt facility provided by Shawbrook.

Five business professionals sit around a conference table in a modern office, engaged in a meeting. One woman in a red shirt is speaking while others listen attentively. Papers and notepads are on the table.

At a glance

  • Throgmorton Capital Management is a Manchester-based provider of financial planning and discretionary investment management services for clients across the UK.
  • An existing Shawbrook client, the business has a strong acquisitive history in the IFA and Wealth Management market and the business was looking to roll-out further acquisitions.
  • Shawbrook structured an increase to the client’s existing facility to support this objective.

Manchester-based financial advisers, Throgmorton Capital Management, has secured a top-up debt facility to boost its next round of buy and build acquisitions.

Incorporated in 2018, Throgmorton Capital Management offers its clients financial planning services which include advice on investments and retirement planning, and discretionary investment management services.

Reinforcing its growth momentum the business approached Shawbrook for an increased facility to support further high-quality acquisitions in the financial planning space.

Shawbrook has a history of supporting Throgmorton and the Corporate Leverage team structured a flexible debt solution which includes day one funding, with additional funding in years two and three to support deferred considerations.

We have worked with Shawbrook for a few years now and they have a solid understanding of both our business and our growth objectives. This combined with their swift decision-making and constant communication made the latest transaction very efficient and enabled us to maintain momentum on our buy and build plans.

Alasdair McWilliams CEO of Throgmorton Capital Management

Paul Shier, Client Manager at Shawbrook commented: 

“Throgmorton's strong track record and proven ability to grow in the challenging IFA markets has been central to the timely decisions on this transaction. We look forward to seeing how the new funding will further shape Throgmorton in expanding its business through strategic acquisitions, even in a competitive market environment.”

Gunnercooke LLP acted for Shawbrook on the deal and Weightmans supported Throgmorton Capital Management.

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