Advised Investment Research of Cambridge on its sale to Brown Shipley & Co
Investment Research of Cambridge was a purveyor of chartist and statistical research services to fund management clients and was a manager of high net worth portfolios for clients based in the UK.
Brown Shipley was seeking to expand its HNWI reach in the UK.
The purchase helped establish Brown Shipley as a leading HNWI manager in the UK and enabled the controlling shareholders of Investment Research to retire.
Acted as corporate advisors to the shareholders of Investment Research on a competitive sale of the business.