Dechert Advises Kartesia on Senior Unitranche Facility Funding for InvestAcc Group Limited

Dechert advised Kartesia on its senior unitranche facility funding to InvestAcc Group Limited (InvestAcc), an investment of Marwyn Private Equity. This funding supports InvestAcc's acquisition of the AJ Bell Platinum SIPP and SSAS businesses from AJ Bell plc, facilitating the complex merger of these two businesses.

InvestAcc aims to enhance its position as a leading UK specialist pension administrator by integrating these newly acquired businesses, thereby expanding its service offerings and client base.

Kartesia is a European specialist provider of financing solutions for small and mid-sized companies, focusing on private corporate lending. InvestAcc is known for its bespoke, high-quality pensions expertise and administration services, managing significant assets for high-net-worth clients.

The Dechert team that worked on this transaction included global finance partner Philip Butler, along with global finance associates Beej Radia and Antoine Bouvier.

About Dechert

Dechert is a global law firm that advises asset managers, financial institutions and corporations on issues critical to managing their business and their capital – from high-stakes litigation to complex transactions and regulatory matters. We answer questions that seem unsolvable, develop deal structures that are new to the market and protect clients' rights in extreme situations. Our nearly 1,000 lawyers across 16 offices globally focus on the financial services, private equity, private credit, real estate, life sciences and technology sectors.