Case Study: Trade Sale of a Trust and Corporate Services Business Offshore

Company Overview: A leading offshore Trust and Corporate Services business, known for its robust compliance and personalized client solutions, sought to maximize shareholder value through a strategic trade sale.

Challenge: With increasing regulatory pressures and the need for technological advancements, the company aimed to align itself with a partner that could provide the necessary resources and synergies to thrive in a competitive market.

ARCHER FLEMING Approach: ARCHER FLEMING was engaged to facilitate the trade sale, leveraging its extensive network and expertise in the Trust and Corporate Services sector. The team focused on identifying a buyer that not only offered a competitive price but also shared a strategic vision and commitment to maintaining the high standards of service.

Outcome: The transaction was successfully completed with a premium of 25% over the initial valuation. The buyer, a well-respected entity in the industry, committed to investing in technological upgrades and expanding the service offerings, ensuring continued growth and client satisfaction.

Client Testimonial: "ARCHER FLEMING's strategic insight and industry connections were pivotal in achieving a successful sale. They understood our business's unique strengths and found a partner that values our legacy and future potential." - Managing Director