Wheelhouse Advisors, a provider of prudential management, regulatory reporting and accounting, tax and HR support to the financial services sector, has partnered with ThinCats, a funding specialist for the mid-market.
Following a successful management buyout in 2020, backed by Pelican Capital, Wheelhouse Advisors has focused on further enhancements to its leadership team, a successful re-branding and building market presence through expansion of its business development capability. Through consistently excellent delivery combined with innovative solutions to clients’ emerging requirements, the firm has won recognition from clients and peers, culminating in its recent award by PEWire as Best Accounting Firm 2021. Building on these strong foundations, Wheelhouse Advisors is entering a period of high organic growth, alongside an inorganic strategy of targeted acquisitions and talent hunting.
Working closely with its private equity backers, Pelican Capital, the Wheelhouse Advisors team have agreed a funding package with ThinCats to address its growth agenda, extend its client proposition and harness the innovation and digital transformation that will underpin future growth.
Matthew Crisp, CEO of Wheelhouse Advisors believes the funding will accelerate the company’s success, saying “We have a fantastic core business and are leading the charge on a number of important regulations and initiatives in the regulated financial services sector, notably on IFPR – the new prudential regime for MiFID firms – where our assistance with readying the investment management sector for the significant changes around the corner sets us apart.
Read more/Source: Private Equity Wire
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