M&A Deal Summary

Suffolk Life Group Acquires Origen Investment - SIPP Business

On May 28, 2013, Suffolk Life Group acquired financial services company Origen Investment - SIPP Business from Origen Investment Services

Acquisition Highlights
  • This is Suffolk Life Group’s 2nd transaction in the Financial Services sector.
  • This is Suffolk Life Group’s 2nd transaction in the United Kingdom.

M&A Deal Summary

Date 2013-05-28
Target Origen Investment - SIPP Business
Sector Financial Services
Buyer(s) Suffolk Life Group
Sellers(s) Origen Investment Services
Deal Type Divestiture

Target

Origen Investment - SIPP Business

United Kingdom
Origen Investment - Self-Invested Personal Pension (SIPP) Business comprises 400 self-invested personal pension plans.

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Buyer(S) 1

Buyer

Suffolk Life Group

Ipswich, United Kingdom

Category Company
Founded 1971
Sector Financial Services
DESCRIPTION

Suffolk Life Group Ltd. is a provider and administrator of specialist pension products, primarily Self-Invested Personal Pensions (SIPPs). It has total assets exceeding £5 billion. Suffolk Life owns over 2,700 properties for over 4,000 SIPP investors.


DEAL STATS #
Overall 2 of 2
Sector: Financial Services M&A 2 of 2
Type: Divestiture M&A Deals 2 of 2
Country: United Kingdom M&A 2 of 2
Year: 2013 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2013-05-10 Pearson Jones - SIPP Business

United Kingdom

Pearson Jones - Self-Invested Personal Pension (SIPP) Business helps the clients to put their money in a wide range of investments, including stocks, bonds, mutual funds and exchange-traded fund.

Buy -

Seller(S) 1

SELLER

Origen Investment Services

London, United Kingdom

Category Company
Founded 1961
Sector Financial Services
DESCRIPTION

Origen Investment Services Ltd. is a provider of financial advice to private clients, small to medium sized businesses and to employees of some of the UK’s largest organisations.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
Country: United Kingdom M&A 1 of 1
Year: 2013 M&A 1 of 1