Wheelhouse Advisors’ clients are typically hedge funds and private equity firms, including established international firms expanding operations to the UK, overseas investment managers marketing funds into the UK and EU, start-ups and spinouts.

Funding Story:

Following a successful management buyout in 2020, backed by Pelican Capital, Wheelhouse Advisors has focused on further enhancements to its leadership team, a successful re-branding and building market presence through expansion of its business development capability. Through consistently excellent delivery combined with innovative solutions to clients’ emerging requirements, the firm has won recognition from clients and peers, culminating in its recent award by PEWire as Best Accounting Firm 2021. Building on these strong foundations, Wheelhouse Advisors is entering a period of high organic growth, alongside an inorganic strategy of targeted acquisitions and talent hunting.

Working closely with its private equity backers, Pelican Capital, the Wheelhouse Advisors team have agreed a funding package with ThinCats to address its growth agenda, extend its client proposition and harness the innovation and digital transformation that will underpin future growth.

Matthew Crisp, CEO of Wheelhouse Advisors believes the funding will accelerate the company’s success, saying “We have a fantastic core business and are leading the charge on a number of important regulations and initiatives in the regulated financial services sector, notably on IFPR – the new prudential regime for MiFID firms – where our assistance with readying the investment management sector for the significant changes around the corner sets us apart.

We know we can support our expanding client base even better through the digital enablement of our business. The customer experience will also be enhanced by extending ‘our wheelhouse’, by a combination of select acquisitions and attracting individuals and teams that share our growth mindset, fast-paced culture and customer focus, to add new skills as we grow our dynamic team. The additional funding from ThinCats will enable us to realise our ambitions for increased reach and breadth of service.”

Dave Sherrington, Regional Head of Sales, London, ThinCats: “It has been a real pleasure to get to know Matthew and the team, understanding the workings behind the business, and deepening the relationship with Pelican Capital. The business strategy and plans for the future of Wheelhouse Advisor are impressive, and we look forward to seeing them continue to grow.”

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