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Mattioli Woods To Acquire Maven Capital Partners

U.K. wealth management firm Mattioli Woods is to acquire private markets investment firm Maven Capital Partners. The deal will enable Mattioli Woods group to increase the direct and intermediate distribution channels for Maven’s VCT, private equity and property transactions.

Bill Nixon, Managing Partner of Maven Capital Partners, said:

“Today marks an important step in the continued evolution and growth of the Maven business. Since inception in 2009, Maven has consistently grown its AUM, developing a portfolio of SME products for a wide range of valued private and public sector clients. Our people have been critical to that success, and finding the right partner who understands our business and can help our team deliver the next stage of growth has therefore been a key objective for myself and the other Maven partners. Both businesses have admired the progress achieved by the other over the past decade, and culturally this acquisition represents an excellent fit. It’s very much business as usual, but this exciting partnership will deliver enhanced opportunities and new product potential which will benefit both businesses and our respective clients.”

Separately, Mattioli Woods is also acquiring Ludlow Wealth Management, one of the largest independent providers of investment, financial planning and pension advice in the North West of England. Ian Mattioli MBE, Chief Executive Officer of Mattioli Woods, said:

“These acquisitions mark significant milestones in Mattioli Woods’ journey.  Since our admission to AIM in 2005 we have seen significant expansion in both the size and nature of our business, responsibly integrating asset management, financial planning and employee benefit services to serve personal and corporate clients throughout the UK. The acquisitions of Maven and Ludlow Wealth Management represent meaningful progress towards our ambitious medium-term goals. We have a strong track record of combining like-minded businesses that share the same culture and ethos of putting clients first. The teams at Maven and Ludlow Wealth Management share our passion for delivering exceptional client outcomes and going the extra mile. Throughout our discussions with Bill Nixon at Maven and Ian Hemingway at Ludlow Wealth Management, it has been apparent that we share a desire to continue growing the enlarged Group, further enhancing our client proposition and delivering sustainable shareholder returns."

Maven is one of the UK’s most active private equity houses and property investors and has also recently concluded a fundraising season for two of its VCTs, raising £40mn. Maven will retain its brand and highly experienced team, with Glasgow remaining as Maven’s primary base and no change in Maven’s UK office network.


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