Investment Summary

Palatine Private Equity Invests In My Pension Expert

On May 20, 2022, private equity firm Palatine Private Equity invested in business services company My Pension Expert

Investment Highlights
  • This is Palatine Private Equity’s 8th transaction in the Business Services sector.
  • This is Palatine Private Equity’s 43rd transaction in the United Kingdom.

Investment Summary
Date 2022-05-20
Target My Pension Expert
Sector Business Services
Investor(s) Palatine Private Equity
Deal Type Growth Capital
Advisor(s) Park Place
BDO Capital Advisors LLC (Financial)
Addleshaw Goddard (Legal)

Target

My Pension Expert

Doncaster, United Kingdom
website
My Pension Expert is a retirement adviser, with its telephone and video-based services allowing the company to provide independent financial advice on a national scale. My Pension Expert is based in Doncaster, United Kingdom.

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Investor(S) 1

Investor

Palatine Private Equity

Manchester, United Kingdom

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2005
PE ASSETS 570M GBP
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Palatine Private Equity is a UK based private equity firm focused on investing in businesses valued up to £50 million. The Firm generally looks to fund profitable, cash-generative companies with strong management teams and established market positions, however, Palatine will also consider turnaround situations. Target sectors include retail/leisure, business outsourcing, financial services, healthcare, and niche manufacturing. Prospective transaction types include management buyouts/buy-ins, consolidations, growth capital financings, and restructurings. Palatine was originally formed as Zeus Private Equity in 2005. The Firm has offices in Bristol, Manchester, and London.

DEAL STATS #
Overall 43 of 50
Sector (Business Services) 8 of 12
Type (Growth Capital) 10 of 14
Country (United Kingdom) 43 of 50
Year (2022) 3 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-03-21 Cura Terrae

Sheffield, United Kingdom

Cura Terrae is a UK environmental group that provides consultancy, services, and solutions to help take care of the Earth and help clients work towards a brighter, more sustainable future. Cura Terrae is based in Sheffield, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-21 Veincentre

Stoke on Trent, United Kingdom

Veincentre provides specialist treatment for varicose veins, using Endovenous Laser Ablation (EVLA). Utilizing EVLA is a non-invasive, non-surgical procedure. Veincentre was founded in 2003 and is based in Stoke on Trent, England.

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Mergr

Product

Company

Legal