Skip to main contentSkip to navigationSkip to search
Logotype
Waystone

Waystone

5 July 2021

Liberty advises the management team of Waystone on the strategic investment by Montagu

Liberty is pleased to announce that Montagu have reached an agreement to partner with Waystone, a leading provider of institutional governance, risk and compliance services to the asset management industry, to accelerate its global growth.

Founded in 2000 and based in Dublin, Waystone serves clients with assets under management totalling more than US$1 trillion, delivering the tools and expertise to manage their governance and regulatory requirements, enabling them to focus on their core business.

It has achieved global scale through a series of carefully planned acquisitions, and today provides an extensive range of services and solutions across multiple international jurisdictions.

Montagu will partner with the company’s strong management team, led by CEO Derek Delaney, to continue to grow Waystone’s existing service offering while supporting further geographic and product expansion through targeted acquisitions.  The transaction provides an exit for MML Capital Partners and is subject to regulatory approval and customary closing conditions. 

Liberty advised Derek Delaney and his team on their rollover investment and new equity incentive arrangements.

The advice and support provided by the team at Liberty was invaluable to us throughout the entire process. Their collaborative approach meant that working with them was a pleasure and, in turn, delivered an excellent outcome.

Paul Cahill
Chief Operating Officer of Waystone

Mick McDonagh
Waystone’s highly talented international management team have delivered exceptional growth organically and through strategic acquisitions over the past few years. It was great to work with Derek, Paul and Glen on this landmark Irish transaction and we look forward to seeing them deliver on their exciting growth plans with the support of Montagu.

Michael McDonagh
Partner
+44 (0) 7715 705 000
michael.mcdonagh@libertycf.co.uk