Jamieson is pleased to announce that is has advised the management team of intelliflo on its acquisition by Carlyle from Invesco.
Founded in 2004 and headquartered in London, intelliflo is a leading global asset management firm, providing cloud-based practice management software for independent financial advisors in the UK. The business offers an end-to-end software platform used by over 30,000 professionals at approximately 2,600 advisory firms, supporting the management of approximately £450 billion in client assets. The transaction also includes RedBlack, a provider of SaaS-based portfolio rebalancing and portfolio management tools.
David Kirkpatrick and Rowan Wright advised Nick Eatock (CEO of intelliflo) and Bryan Perryman (CEO of Redblack) on their investment into the UK and US structures, and on the terms of their new management incentive plans.
