Alantra advises WestBridge on its majority investment in Causeway Securities

Oct 2024

Buy-side advisory

London – Alantra has advised WestBridge on the acquisition of a majority stake in Causeway Securities, an international distributor of structured products.

WestBridge has a track record of investing in market leaders operating in niche and growing markets, and this partnership will help Causeway continue its growth journey through geographic expansion via organic and inorganic initiatives.

Founded in 2016 by CEO, Conor O’Donnel, Causeway acts as an intermediary between blue-chip investment banks and its client base of wealth managers, IFAs, Insurance companies and credit unions. The company’s global footprint includes the UK, U.S. and other international jurisdictions, and is focused on continuing its international expansion, with a particular focus on the US.

Causeway represents the third investment from WestBridge III fund, having deployed c.£60mn of capital (including associated co-investment) since August 2023, and is the firm’s first Northern Ireland-based investment.

Jake Delaney, Director at Alantra, said: “It has been a pleasure supporting WestBridge on their investment in Causeway. We applied our experience and sector knowledge of the wealth distribution market to help deliver a successful outcome for WestBridge. We look forward to watching Causeway’s ongoing success in partnership with WestBridge.”

This deal underscores Alantra’s expertise in the wealth and asset management sector and reinforces Alantra’s role as a trusted advisor in partnerships that drive innovation and value creation across the sector.