Investment Summary

Pollen Street Capital Invests In Kingswood Holdings

On September 20, 2019, asset manager Pollen Street Capital invested in financial services company Kingswood Holdings

Investment Highlights
  • This is Pollen Street Capital’s 11th transaction in the Financial Services sector.
  • This is Pollen Street Capital’s 15th transaction in the United Kingdom.

Investment Summary

Date 2019-09-20
Target Kingswood Holdings
Sector Financial Services
Investor(s) Pollen Street Capital
Deal Type PIPE

Target

Kingswood Holdings

London, United Kingdom
Kingswood Holdings is an international wealth manager offering bespoke wealth planning and investment management solutions to over 16,000 clients. Kingswood empowers its advisers to provide high-quality financial advice to their clients in a suitable and sustainable manner through the provision of best-in-class technology, a wide range of central support functions and a broad and diverse discretionary investment management offering. Kingswood Holdings was founded in 1997 and is based in London, United Kingdom.

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Investor(S) 1

Investor

Pollen Street Capital

Investor Investor Investor Investor Investor


Category Asset Manager
Founded 2013
PE ASSETS 2.7B GBP
Size Large
Type Sector Focused
DESCRIPTION

Pollen Street Capital is an asset management and private equity firm focused on acquiring and investing in financial and business services companies. The Firm is a hands-on investor and looks to work with management teams in building company value and driving growth. Pollen Street Capital was formed in 2013 and is headquartered in London, England.


DEAL STATS #
Overall 21 of 31
Sector: Financial Services M&A 11 of 15
Type: PIPE M&A Deals 1 of 1
Country: United Kingdom M&A 15 of 19
Year: 2019 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-08-23 Castlehaven Finance

Dublin, Ireland

Castlehaven Finance is a provider of development and bridging finance for residential projects in Ireland. The company has lent more than €584.4 million across multiple sites, facilitating the construction of more than 3,500 residential units. The company offers the highest level of industry knowledge and decisive, reliable loan opportunities. Castlehaven Finance was formed in 2014 and is based in Dublin, Ireland.

Sell €250M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-08-22 Tandem Bank

London, United Kingdom

Tandem Bank is a digital bank offering mortgages, credit cards, and savings products. Tandem Bank was founded in 2013 and is based in London, United Kingdom.

Buy -