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Recent Transactions

Ludlow Wealth Management

MBO supported by Mobeus Equity Partners

Deal Type: Buy-out

Deal Size: £12.0m

Seneca Corporate Finance advised the shareholders and management of Ludlow Wealth Management on an MBO supported by Mobeus Equity Partners.

Southport based Ludlow Wealth Management is a provider of financial planning solutions. Mobeus Equity Partners supported an MBO which provided an exit for the founder and majority shareholder and will support the management team on the next phase of the company’s growth.

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