Nucleus Clyde Acquisition Limited, a subsidiary of Nucleus Financial Platforms Limited, has reached a recommended cash acquisition agreement to acquire Curtis Banks Group PLC for 350 pence per share, valuing the entire issued share capital at approximately £242 million.

Information on the Target

Curtis Banks Group PLC is a prominent financial services firm based in the United Kingdom, specializing in the provision of self-invested personal pensions (SIPPs) and other retirement planning services. Established as a significant player in the market, Curtis Banks has built a reputation for delivering tailored solutions to meet the diverse needs of its clients, ranging from individual retirement savers to financial advisors.

The company operates under stringent regulatory standards and is committed to maintaining a high level of client satisfaction. With a robust platform and a knowledgeable team, Curtis Banks facilitates a superior customer experience by providing innovative financial products and services designed to enhance retirement outcomes.

Industry Overview

The financial services industry in the United Kingdom is highly competitive, characterized by a mix of established firms and new entrants. It has shown resilience and adaptability in navigating economic fluctuations and regulatory

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Nucleus Clyde Acquisition Limited

invested in

Curtis Banks Group PLC

in 2023

in a Public-to-Private (P2P) deal

Disclosed details

Transaction Size: $303M

Enterprise Value: $303M

Equity Value: $303M

Deal Parameters
Industry
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