Investment Summary

FPE Capital Invests In Dynamic Planner

On July 14, 2022, growth capital firm FPE Capital invested in financial services company Dynamic Planner

Investment Highlights
  • This is FPE Capital’s 3rd transaction in the Financial Services sector.
  • This is FPE Capital’s 32nd transaction in the United Kingdom.

Investment Summary

Date 2022-07-14
Target Dynamic Planner
Sector Financial Services
Investor(s) FPE Capital
Deal Type Growth Capital

Target

Dynamic Planner

Berkshire, United Kingdom
Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Dynamic Planner is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process. Dynamic Planner was founded in 2003 and is based in Berkshire, United Kingdom.

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Investor(S) 1

Investor

FPE Capital

London, United Kingdom

Investor Investor Investor Investor Investor


Category Growth Capital Firm
Founded 2004
Size Small
Type Sector Agnostic
DESCRIPTION

FPE Capital is the private equity investment arm of Fleming Family & Partners, a multi-family office. FF&P invests in lower middle market companies throughout the UK and Western Europe. FF&P focuses on rapidly growing companies led by experienced management, with proven track records and scalable business models. Sectors of interest include financial services, healthcare, business/support services, energy/resources and media/information. The Firm will consider buyouts (MBOs, MBIs) as well as growth capital financings. FPE Capital was formed in 2004 and is based in London.


DEAL STATS #
Overall 37 of 37
Sector: Financial Services M&A 3 of 3
Type: Growth Capital M&A Deals 13 of 13
Country: United Kingdom M&A 32 of 32
Year: 2022 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-07-21 Zest Technology

Surrey, United Kingdom

Zest Technology provides software for the employee benefits market, delivered directly to clients and through licensees. The Zest employee benefits platform works hard to engage employees with their benefits, any time, anywhere, any place. Zest Technology is based in Surrey, England.

Buy £10M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-09 Intragen

London, United Kingdom

Intragen is a cybersecurity service consultancy and systems integrator. Intragen operates from three European offices, and Intragen works with enterprise-scale customers across northern Europe and specializes in areas such as identity governance and administration, privileged account management, single sign-on, and federated identity management. Intragen was founded in 2006 and is based in London, United Kingdom.

Sell -