Coutts & Co Assists Client with Green Technology Business Sale and Wealth Management
Deal News | Jan 14, 2025 | Coutts & Co
Coutts & Co demonstrates its expertise in client service through a case study on assisting a mid-thirties entrepreneur in selling their business and managing newfound wealth. The client's business, situated in the niche green technology sector, required a corporate finance house with specialized understanding. Having no prior connections to guide their decision, they relied on Coutts & Co to navigate the complex process of selecting the right partner to facilitate the business sale within an 18-month timeframe. Furthermore, Coutts & Co's services extended beyond the sale to encompass comprehensive wealth management tailored to the client's needs.
Sectors
- Green Technology
- Corporate Finance
Geography
- United Kingdom – Coutts & Co is a well-known wealth manager and private bank based in the UK, suggesting a possible geographic relevance.
Industry
- Green Technology – The client's business is in the green technology sector, which requires specific expertise and understanding during the sale process.
- Corporate Finance – The article discusses the need for a corporate finance house to manage the business sale effectively.
Financials
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Coutts & Co | Advisor | Company | A private bank and wealth manager assisting in business sale and post-sale wealth management. |
| Client | Target Company | People | An entrepreneur in their mid-thirties seeking to sell a green technology business and manage their wealth. |