Financial due diligence services provided to Intellica on strategic acquisition

Data management and consultancy services provider, Intellica, has acquired Cosan Consulting, a consultancy services firm known for its optimisation solutions for the employee benefits industry, to expand its pensions services offering.

How we helped

Our transactions services team, led by Hayley Brightmore-Cox and Erin Berry, provided financial due diligence services to Intellica and worked closely with the management team throughout the transaction process.

Advised by Logros Advisory Partners, and with funding provided by HSBC, the acquisition marks Intellica’s first and strengthens its position as a trusted data, governance, and compliance service provider to the pensions and financial services industry.

Hayley commented: “We’re thrilled to have supported Intellica on this significant milestone of its first acquisition. Thank you to Logros Advisory Partners for the introduction. It was a fantastic team effort throughout the entire transaction process, and we look forward to continuing our collaboration and witnessing their future success.”

Jenelle De Peza, Chief Financial Officer at Intellica, commented: “This was a pivotal moment for Intellica, and we’re incredibly grateful for the insight, professionalism, and support provided by Hayley, Erin, and the entire team. Their financial due diligence gave us confidence throughout the process and played a vital role in helping us complete our first acquisition successfully. We’re excited about what’s ahead and look forward to continuing the relationship.”

Brian Higgins, Managing Partner at Logros Advisory Partners, commented: “Saffery picked the deal up quickly and delivered efficiently under tight deadlines. Their report gave us and the funder real confidence to complete.”

We have extensive experience of providing both buy-side and sell-side transaction services support to clients across a range of sectors. More information is available on previous transactions we have worked on.

More information is available on previous transactions we have worked on.