Kingswood Acquisition Corp.

Status: Deal Closed
U=S+(3/4)W W=S@11.5
IPO Proceeds, $M $115.00M
IPO Date Nov 20, 2020
CEO Michael Nessim
Left Lead Oppenheimer
IPO Cash in Trust 102.5%
SPAC Tenor 18 + 6 + 6 + 3 + 3 + 3 + 1
IPO Sector Financial

Financial services with a focus on differentiated financial services in the wealth management, financial advisory and investment management sectors

IPO Geography Global
Target Company Wentworth Management Services
Deal Announced Jul 7, 2022
Deal Size, $M $213.60M
Deal Sector Financial
Deal Geography US/Canada
SEC Filings www.sec.gov
Approval Vote Mar 8, 2024
Amendment Vote Feb 22, 2024
Closing Date Mar 19, 2024
Formerly KWAC BCG BCGWW

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  • Structure and cap table
  • 9 directors & officers
  • 54 filings and events
  • 2 underwriters
  • 2 deal advisors
  • 2 legal advisors
Structure

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Team
Name Age Title
Gary Wilder 58 Executive Chairman and Director
Michael Nessim 54 CEO and Director
Larry Roth 63 Director
Duncan Gerard Director
David Hudd 62 Executive Director and General Counsel
Jonathan Massing 60 Director
Lisa Roth 61 Director
Caroline O'Connell 53 Director
Jeremy Mathew Wilder 33 Director

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Advisors
Underwriters
Oppenheimer BR 8,000,000 units
Odeon Capital Group 2,000,000
10,000,000 units
Up-Front UW fee 2.00 %
Deferred UW fee
3.50 %

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Deal

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Filings
Oct 13, 2020 Initial S-1
Oct 23, 2020

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Nov 5, 2020

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Nov 10, 2020

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Nov 18, 2020

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Nov 19, 2020

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Nov 23, 2020 424B4 IPO Prospectus
Nov 25, 2020

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Feb 17, 2021

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Apr 21, 2021

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Apr 14, 2022

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Apr 26, 2022

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May 23, 2022

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Jul 13, 2022

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Shareholders

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