M&A Deal Summary

Epiris Acquires Saunderson House

On March 25, 2019, private equity firm Epiris acquired business services company Saunderson House from IFG Group for 206M GBP

Acquisition Highlights
  • This is Epiris’ 4th transaction in the Business Services sector.
  • This is Epiris’ 8th largest (disclosed) transaction.
  • This is Epiris’ 51st transaction in the United Kingdom.
Investment Fate
  • Saunderson House was sold to a publicly-traded strategic buyer in 2021 for 150M GBP.

M&A Deal Summary
Date 2019-03-25
Target Saunderson House
Sector Business Services
Buyer(s) Epiris
Sellers(s) IFG Group
Deal Type Divestiture
Deal Value 206M GBP

Target

Saunderson House

London, United Kingdom
Saunderson House is an independent wealth management firm, providing comprehensive financial planning and investment management service to high-net-worth individuals, charities, and trusts. Saunderson House was founded in 1968 and is based in London, United Kingdom.

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Buyer(S) 1

Buyer

Epiris

London, United Kingdom

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1976
PE ASSETS 1.5B GBP
Size Large
Type Sector Agnostic
DESCRIPTION

Electra Partners is a UK-based private equity firm focused on buyouts, co-investments, secondary fund purchases, and debt investing. The Firm's direct investing group looks to make majority or minority investments of £40 to £150 million in deals valued up to £500 million. Electra was formed in 1976 and is based in London.

DEAL STATS #
Overall 63 of 73
Sector (Business Services) 4 of 4
Type (Divestiture) 11 of 13
Country (United Kingdom) 51 of 61
Year (2019) 3 of 3
Size (of disclosed) 8 of 29
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-03-25 IFG Group

London, United Kingdom

IFG Group plc is a financial services company. IFG Group provides a range of financial solutions including full platform services, pensions administration, and independent financial advice. IFG Group plc was founded in 1963 and is based in London, United Kingdom.

Buy £206M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2019-07-12 FirstPort

Hampshire, United Kingdom

FirstPort is a UK residential property management company that manages 196,000 residential properties across more than 3,900 developments throughout the UK. The company works with developers, investors, freeholders, and over 200 Resident Management Companies to provide services to leaseholders.

Sell -

Seller(S) 1

SELLER

IFG Group

London, United Kingdom
Category Company
Founded 1963
Sector Financial Services
Employees828
Revenue 78M GBP (2017)
DESCRIPTION

IFG Group plc is a financial services company. IFG Group provides a range of financial solutions including full platform services, pensions administration, and independent financial advice. IFG Group plc was founded in 1963 and is based in London, United Kingdom.

DEAL STATS #
Overall 7 of 7
Sector (Business Services) 5 of 5
Type (Divestiture) 7 of 7
Country (United Kingdom) 2 of 2
Year (2019) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-03-25 James Hay

Salisbury, United Kingdom

James Hay is a provider of Self-Invested Personal Pensions in the UK and provides both an administration service and an investment platform through which customers may manage investments in not only their SIPPs but also ISAs and general investment accounts. James Hay is based in Salisbury, England.

Sell -
Mergr

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