Headed by Gareth O’Hara, Senior Partner, the Wilkes Partnership’s Corporate Team has advised Redditch based Quattro Pensions in a deal which sees it become part of the Broadstone Group, one of the UK’s leading employee benefits and pensions consultancies.
Quattro Pensions specialises in actuarial and scheme administration services which will complement and enhance both the service offering and geographical reach of the Broadstone Group.
As yet another deal completed successfully by his team Gareth said “We’re very pleased to have been able to help the shareholders of Quattro take this very significant step. They’ve worked incredibly hard over the last twenty years to build a reputation that is respected throughout the industry. Becoming part of the Broadstone Group will be beneficial to their clients and staff”.
Quattro has grown its presence in the market mainly through referral which speaks volumes about the personal and pragmatic service it offers to clients. Liz Loosmore, founder director at Quattro commented “Finding a partner who shared our values was very important to the Quattro leadership team. We have worked closely with the Broadstone Group for many years and we’re confident that now is the right time to join forces with them.”
Helen Smart, Solicitor at the Wilkes Partnership said “It’s been pleasure working with the Quattro team to complete this deal. The team worked hard to bring the transaction to a close in the time scale required.”
Nicola Davies and Claire Lea of Prime Accountants provided tax advice on the deal. Nicola said “We have worked with Quattro and the directors and shareholders since 2007 and have assisted in their growth. I look forward to watching further progress now that they have joined the larger Broadstone network.”