International law firm Trowers & Hamlins has advised the shareholders of specialist dental membership plan provider, Patient Plan Direct (PPD), on its sale to Agilio Software, the leading provider of healthcare software solutions.
PPD provides valuable plan management and support to independent practices, regional groups and Dental Service Organisations across the UK.
Bringing Agilio and PPD together creates a powerful platform that connects membership plans, compliance, practice operations and practice growth solutions.
Trowers advised majority shareholder, Conrad Broadbent, alongside fellow shareholders Jeanette Woodall and Simon Reynolds across all aspects of legal advice throughout the process.
Conrad Broadbent, founder and majority shareholder of Patient Plan Direct, commented:
"Jeremy (Cole) (Cole Associates who provided lead advisory), Paul (Ellaby) and their teams provided the shareholders with fabulous, coordinated corporate finance and legal advice & guidance throughout the sale process. They've worked together on several deals in the past, including a previous exit for me to a Nasdaq listed entity which was a real help in hitting the ground running and anticipating the shareholders' needs and priorities."
Paul Ellaby, Partner in Corporate, added:"We are pleased to have advised the shareholders on this sale, which demonstrated the strength of our service offering in Manchester across, corporate, employment, tax, regulatory, data and technology. The integration of Agilio and PPD creates an exciting platform that will continue to provide joined-up solutions and support for dental teams.
Paul Ellaby and Ian Nash advised on this deal alongside Victoria Robertson and Chris Doherty (Tech and Data), Mel List (Tax), Sophie Miller (Employment) and Dimitris Boumpoulis (Regulatory).
