Quastels is proud to announce that we have advised the founders of First Wealth on a significant strategic investment from Marlborough Group. The investment marks an important milestone for our client First Wealth, which is an award-winning Chartered Financial Planning Firm. Its investor is also a certified B Corp, serving 600 client families and managing approximately £500 million in assets and First Wealth expects this new investment to assist in its planned expansion of its modernised financial planning and associated services for its clients.
Jason Greenberg and Adam Convisser led the transaction for Quastels, leveraging the firm’s extensive expertise in advising founders through complex growth investment deals. Their dedication to guiding clients through multifaceted transactions demonstrates Quastels’ commitment to delivering exceptional legal support during pivotal moments in a company’s journey.
We are also pleased to share the positive feedback from Anthony Villis, Managing Director of First Wealth, who said:
“Jason, Adam, and the whole team were outstanding from start to finish — calm, committed, and technically excellent. Their support was absolutely key to getting this deal over the line.”
We extend our congratulations to Anthony, Robert, and the entire First Wealth team on this exciting new chapter. Quastels is honoured to have played a role in facilitating this transformative partnership, and we look forward to seeing the continued success and growth of First Wealth in the coming years.
