Mattioli Woods’ acquisition of Amati Global Investors

Walker Morris has advised the specialist wealth management and employee benefits business, Mattioli Woods plc, on its acquisition of Amati Global Investors Limited from Amati Global Partners LLP for £3.33 million.

Mattioli Woods will acquire 49% of the issued share capital of Amati and has also entered into an option agreement which entitles Mattioli Woods to acquire the remaining 51% of Amati in the two years commencing 6 February 2019 for a mixture of cash and Mattioli Woods’ ordinary shares.

Mattioli Woods plc provides wealth management and employee benefit services in the United Kingdom. The company, led by Ian Mattioli, Nathan James Mclean Imlach, Mark Smith, Murray Smith and Alan David Fergusson, is based in Leicester.

Walker Morris fielded a multi-disciplinary team to support Mattioli, which was led by Corporate partner John Hamer (Picture) and supported by Ed Brown, Laura Poole and Luke Riley from Corporate; Andrew Northage and Paul Godsmark (Regulatory & Compliance); Liz Deeley (Employment), Nicola Parkinson (Tax) and Lee Crook (Commercial).

Involved fees earner: John Hamer – Walker Morris solicitor; Ed Brown – Walker Morris solicitor; Laura Poole – Walker Morris solicitor; Luke Riley – Walker Morris solicitor; Andrew Northage – Walker Morris solicitor; Paul Godsmark – Walker Morris solicitor; Liz Deeley – Walker Morris solicitor; Nicola Parkinson – Walker Morris solicitor; Lee Crook – Walker Morris solicitor;

Law Firms: Walker Morris solicitor;

Clients: Mattioli Woods plc;