Leonis Principal, Inc. (d/b/a “Leonis Partners”) and The Jordan Edmiston Group, Inc. (d/b/a “JEGI CLARITY,” and together with Leonis Partners, the “Parties”) have entered into a proposed combination agreement (the “Transaction”). The Transaction is subject to approval by the Financial Industry Regulatory Authority (“FINRA”) and in the UK by the Financial Conduct Authority (“FCA”). The Parties will continue to be two distinct entities and businesses until the Parties obtain FINRA's and the FCA's approval of, and close, the Transaction. Click here for more information.
Supporting a leading wealth management and pension administration firm
Financing facilities have been raised to support the acquisition and to fund future growth.
Date:October 2024
Deal Type:Founder Sale
Role:Debt Advisory
Sectors:
Other
JEGI CLARITY has provided Debt Advisory services to assist CBPE’s investment in Clifton Asset Management.
Founded in 1986, Clifton has a long history in pensions administration and wealth management. Over the past decade, it has grown into a vertically integrated, client-focused wealth manager, offering a comprehensive range of services. These include retirement planning, tax advice, asset management, and a wealth platform, with a particular focus on individuals and small to medium-sized enterprises.
