Completion of investment into Dartmouth Partners - June 2018

Founded in 2012 by Logan Naidu, Dartmouth partners with its clients to bring them the best possible talent. The firm has a 'classroom to boardroom' approach for firms operating in the financial services market

Logan was looking to bring in an investor that could help him achieve a number of strategic objectives over the medium term (such as completing acquisitions), release some capital for himself, while also extending ownership to a broader group of employees and strengthening the senior team

The transaction involved senior debt financing provided by Oaknorth Bank and Equiteq as sell-side advisors

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Subsequent to the transaction, a new non-executive Chairman, CFO and COO were appointed to support Logan and the growth of the business

 

In September 2019, Dartmouth also completed its first acquisition, of Pure Search, taking its presence into Tax and expanding the group's geographic footprint into Asia and the US

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