Rockpool has exited its investment in Boston Multi Family Office, transferring majority ownership to Horizon Capital to support continued growth and expansion in the fiduciary services sector.
Information on the Target
Boston Multi Family Office (Boston MFO) is a prominent trust and fiduciary services firm located in the Isle of Man. Known for its exceptional service and expertise, Boston MFO has built a strong reputation within the financial services sector. Under the leadership of CEO Katherine Ellis and COO Alex McNee, the firm has successfully transitioned from family office ownership to a more expansive, management-driven operation.
Since its management buyout in October 2019, Boston MFO has demonstrated substantial growth. The company has strengthened its market position through both organic growth and strategic acquisitions, notably the acquisition of IQE in 2020, which enhanced its service offerings and operational scale.
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Industry Overview in the Isle of Man
The Isle of Man is recognized as a leading jurisdiction for trust and fiduciary services, capitalizing on a favorable regulatory environment and a rich history in financia
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Horizon Capital
invested in
Boston Multi Family Office
in 2023
in a Management Buyout / Buy-In (MBO) deal