DTM Legal’s Corporate & Commercial team has played a pivotal role in the successful acquisition of Applewood Independent by AFH Financial Group Limited, a transaction that further strengthens AFH’s presence within the financial planning sector. This strategic deal highlights DTM Legal’s expertise in providing tailored legal support for corporate acquisitions and mergers.

Applewood Independent, a well-established independent financial advisory firm based in Nantwich, Cheshire, has built a strong reputation for delivering bespoke financial planning services to individuals, families, and businesses. The acquisition by AFH Financial Group Limited provides Applewood with an opportunity to leverage the scale, resources, and enhanced service offerings of a larger financial services group.

The experienced Corporate & Commercial team at DTM Legal advised Applewood Independent on every stage of the acquisition process. From negotiating terms to drafting key legal documentation, DTM Legal’s in-depth knowledge of mergers and acquisitions ensured the transaction was completed smoothly and efficiently.

The deal was led by Ed Barnes, Head of Corporate & Commercial at DTM Legal, who was supported by Fredrica Reid, Corporate & Commercial Solicitor, and Melissa Scott, Employment Law Solicitor. Drawing on years of experience in corporate transactions, Ed and the wider DTM Legal team provided strategic advice and commercial insight to protect Applewood’s interests throughout the process.

DTM Legal’s Corporate & Commercial department is known for its tailored approach to supporting businesses at every stage of their growth journey, acting as their trusted legal partners. With a dedicated team of experienced solicitors, DTM Legal advises on a wide range of matters, including mergers and acquisitions, joint ventures, corporate governance, shareholder agreements, and restructuring.

Whether supporting businesses on significant corporate transactions or providing day-to-day commercial advice, DTM Legal’s client-centric approach ensures practical and commercially driven guidance. This acquisition underscores the firm’s capability to handle high-value, complex deals while offering pragmatic support to clients from a variety of sectors.

DTM Legal is a regional law firm with national expertise, with offices in Liverpool and Chester, providing expert legal support to businesses and individuals. DTM Legal builds strong, lasting partnerships with clients to achieve their objectives.

With a client base spanning a range of sectors including financial services, manufacturing, real estate, and innovation and tech, DTM Legal’s dynamic team of legal experts are committed to providing clear, solutions-driven advice.


 

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