FINANCIAL SERVICES: WestBridge’s majority investment in Causeway Securities
Armstrong is pleased to have provided commercial due diligence to WestBridge on its significant investment in Causeway Securities, a leading international distributor of structured products.
Founded in 2016 and headquartered in Belfast, Causeway Securities serves as an intermediary between leading investment banks and a client base of over 300 wealth managers, IFAs, insurance companies, and credit unions. With a global presence spanning the UK, US, and other international markets, the company is committed to accelerating its international growth, with a key focus on expanding in the US.
The transaction will allow Causeway Securities to drive their ambitions for geographic expansion through organic and acquisitive growth initiatives.
Armstrong’s due diligence work included in-depth interviews with Causeway’s clients and partners, along with detailed analysis of its addressable market, competitive landscape, and growth plans.
Rupert Cookson, Engagement Manager at Armstrong, said: “Causeway is a fantastic business and a very strong team with ambitious growth plans. The structured products market is highly attractive and Causeway is a true leader in the space. We thoroughly enjoyed working with the Causeway and WestBridge teams, and look forward to seeing continued success.”
James MacLeay, Investment Director at WestBridge, said: “Rupert, Simon and the Armstrong team helped us to clearly assess the market and growth opportunities for the business. Their in-depth analysis and understanding of the financial services sector allowed us to assess the opportunity and further validate our expansion plans.”
If you are interested in talking to Armstrong about opportunities in the financial services sector, please contact:
Rupert Cookson
[email protected]
+44 7983 110 150
Simon Hemsley
[email protected]
+44 7957 340 534