M&A Deal Summary

Isio Acquires DTRB

On January 11, 2023, Isio acquired business services company DTRB from Deloitte & Touche

Acquisition Highlights
  • This is Isio’s 1st transaction in the Business Services sector.
  • This is Isio’s 1st transaction in the United Kingdom.

M&A Deal Summary

Date 2023-01-11
Target DTRB
Sector Business Services
Buyer(s) Isio
Sellers(s) Deloitte & Touche
Deal Type Divestiture

Target

DTRB

London, United Kingdom
DTRB provides actuarial, pensions administration and investment services to some of the biggest organisations and pension plans across the UK. DTRB was founded in 2000 and is based in London, United Kingdom.

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Buyer(S) 1

Buyer

Isio

London, United Kingdom

Category Company
Founded 2019
Sector Business Services
DESCRIPTION

Isio Group is an independent pensions advice and wealth management specialist that combines actuarial expertise, third-party administration, investment consulting, and DC specialism. Isio was formed in 2019 and is based in London, United Kingdom.


DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
Country: United Kingdom M&A 1 of 1
Year: 2023 M&A 1 of 1

Seller(S) 1

SELLER

Deloitte & Touche

New York, New York, United States

Category Company
Founded 1845
Sector Business Services
Employees225,000
Revenue 35.2B USD (2015)
DESCRIPTION

Deloitte & Touche LLP is a business services company. The Firm offers audit, IT, accounting, consulting, financial advisory, tax and other services to medium-sized and large companies worldwide. Deloitte & Touche was formed in 1845 and is based in New York City.


DEAL STATS #
Overall 7 of 8
Sector: Business Services M&A 4 of 5
Type: Divestiture M&A Deals 6 of 7
Country: United Kingdom M&A 2 of 3
Year: 2023 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-03 SFL Scientific

Quincy, Massachusetts, United States

SFL Scientific is an artificial intelligence (AI) strategy and data science consulting firm. SFL Scientific was founded in 2015 and is based in Quincy, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-22 Optimal Design

Arlington Heights, Illinois, United States

Optimal Design is a product engineering services (PES) company specializing in the innovation and development of smart connected products and Internet of Things (IoT) devices. The company serves customers ranging from Fortune 500 companies to start-up businesses across areas that include consumer and industrial electronics, medical devices, consumer durables, and automotive. Optimal Design was formed in 2003 and is based in Arlington Heights, Illinois.

Buy -