Jamieson is delighted to announce that it has advised the management team of Saunderson House on the acquisition of the business by Epiris Funds. Epiris completed the take private of IFG Group in July 2019 and have since separated the two entities, James Hay and Saunderson House.
Saunderson House provides a comprehensive financial planning and investment management service to high net-worth individuals, charities and trusts.
“I would like to thank the team at Jamieson for guiding us through the process, always being available and taking the care to understand our concerns.”
Tony Overy, CEO
Tom Burton, Stephen Maxwell and Tom Darley advised Tony Overy and his team on the terms of their investment into the new structure and on the new management equity plan.