John and his team’s strong understanding of the wealth management sector, combined with their impressive M&A expertise, proved highly valuable at every stage of this complex transaction.

The team at Walker Morris provided excellent legal guidance throughout the sale of Mattioli Woods to Pollen Street Capital. John and his team’s strong understanding of the wealth management sector, combined with their impressive M&A expertise, proved highly valuable at every stage of this complex transaction.

What distinguishes Walker Morris is their commercial acumen, understanding of our business, the key personnel and effective approach to problem-solving. They skilfully anticipated potential challenges and developed solutions working closely with us, ensuring the sale process progressed smoothly from initial discussions through to completion.

Their consistent responsiveness and attention to detail were impressive, delivering quality output even when working to tight deadlines. The team built strong working relationships with all stakeholders internal and external to our team, demonstrating a genuine ability to align diverse interests toward a common outcome.

Walker Morris showed a real commitment to understanding our acquisition case and objectives, ensuring these were properly reflected during negotiations and in the final agreements.