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.
Financing facilities have been raised to support Perwyn's acquisition of Atec Group.
Date:June 2024
Deal Type:Founder Sale
Role:Debt Advisory
Sectors:
Other
JEGI CLARITY has provided Debt Advisory services to assist Perwyn’s acquisition of Atec Group.
Atec is a UK-based digital distributor of specialist personal lines insurance products. The business designs, underwrites and distributes policies in the specialist home and leisure markets on behalf of over 340,000 policyholders, including through its proprietary ‘insuremy’ and ‘compare’ portals.
