Joelson advises With Intelligence on majority stake investment by Motive Partners

Posted Thursday 27th July 2023

Joelson, the leading London law firm, has advised Charlie Kerr and the management team of With Intelligence, provider of investment intelligence for fund-raising in public and private markets, on a majority stake investment by Motive Partners, a specialist private equity firm focused on financial technology.

Intermediate Capital Group has also invested again in With Intelligence, after their initial investment in With Intelligence in 2020, which Joelson also advised the management teams on.

This investment will accelerate With Intelligence’s growth enabling them to grow the private markets offerings and execute the next phase of the partnership and M&A strategies.

Joelson has worked closely with Charlie and With Intelligence since he started the business over 20 years ago and Joelson continues to work alongside With Intelligence on all key legal matters including a variety of legal project and M&A transactions.

Joelson’s Corporate team was led by Managing Partner, Phil Hails-Smith supported by Charlie Pattihis, Harriet McDonald and Daniel Burke.

Charlie Kerr, Founder and CEO of With Intelligence, said:

“We are delighted to have worked with Phil and the team at Joelson on this transaction. They have been our trusted legal partners since we started the business and have been instrumental in supporting our growth over the last 20 years. Joelson have demonstrated how they are able to advise on a broad range of legal matters and have supported us on the last two major transactions where we have received investment from private equity to continue with our growth. They have been a great legal partner and we look forward to working with them for many years to come. Thank you Phil and the whole team.”

Phil Hails-Smith, Managing Partner at Joelson, added:

“We are delighted to have supported Charlie and the rest of the management team at our longstanding and valued client, With Intelligence. I can confidently say that With Intelligence’s offering to the global asset management community is extremely unique and we are proud to have been part of this incredible growth journey with Charlie and this illustrates how we can help and support a great founder and a great team to achieve phenomenal growth and success. We very much look forward to the next phase of the development of With Intelligence and supporting them for many years to come.”

This article is for reference purposes only. It does not constitute legal advice and should not be relied upon as such. Specific legal advice about your specific circumstances should always be sought separately before taking or deciding not to take any action.

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With Intelligence

“Once again, thank you to Phil and the whole team at Joelson for guiding us through another deal and step in our expansion strategy. We have worked with Joelson since we set up the company in 1998 and cannot speak highly enough of them. We gave them a tight time scale and a lot to achieve but it all came together impeccably.”

Phil O’Toole, Chief Financial Officer at With Intelligence
Certified B Corporation