Advising on the management buy-out of Boston Multi Family Office (Boston)

Mazars Deal Advisory has advised the management of Boston Multi Family Office (“Boston”) on their MBO backed by Rockpool Investments (“Rockpool”)

Boston is an independent fiduciary services group in the Trust & Fund Administration sector, based in the Isle of Man, which provides corporate, capital introduction and executive recruitment services for a global client base.

The support and guidance from the whole team at Mazars was pivotal to constructing and concluding the deal. Paul and Fred introduced us to our new partners at Rockpool and advised management throughout the process.

The market knowledge and transaction experience of the Mazars team was exceptional, and it was a pleasure to deal with such a professional and personable team. I look forward to continuing to work with them as we enter this exciting new chapter in the Boston story.
Katherine Ellis CEO - Boston Multi Family Office

Rockpool is a private equity firm that specialises in the UK mid-market and provides direct investments into private companies. The Rockpool-backed investment is part of Boston’s ambitious programme of organic and strategic acquisitive growth.

Working with Katherine, Alex and the team was an absolute pleasure. Combining our deep sector knowledge of the trust and corporate services industry with our broad and strong relationships with the London Private Equity community, we were able to find the right partner for Boston in an extremely tight timeframe.

The investment from Rockpool will enable Boston to continue their success as an entrepreneurial, independent, owner managed business.
Paul Joyce Partner - Mergers & Acquisitions