Birketts LLP has advised B.P. Marsh & Company Limited on its investment into Nine Edge, a specialist wealth management provider.
The investment will allow Nine Edge to acquire R M S Financial Ltd and support the business’ continued growth and development.
The Birketts team advising B.P. Marsh was led by Helen Garner, Partner in the corporate team, supported by Harry Close (Corporate), Jessica Caws (Co-Head of Financial Services), Harriet Hutchinson (Employment) and Robbie Watson (Tax).
Commenting on the deal, Oliver Bogue, Investment Director at B.P. Marsh, said: “We are delighted to complete our investment in Nine Edge, a business that aligns closely with our strategy to supporting high‑quality, specialist wealth management firms. Birketts provided clear, commercial and responsive advice throughout the transaction, ensuring the process ran smoothly from start to finish. We appreciate the team’s support and look forward to working with Nine Edge’s management team as the company embarks on its growth strategy.”
Helen Garner, Partner at Birketts, added: “It has been a pleasure working with the B.P. Marsh team and the other advisers involved, and we look forward to seeing the Nine Edge grow and develop with B.P. Marsh’s support.”