Straight to content

Pensions M&A advisory

Opportunities for Investors

Increasing regulation and governance requirements are fuelling demand for businesses that operate in the pensions sector. This is driving investment in the pensions industry, with substantial mergers & acquisitions activity, public offerings, private equity acquisitions and spin-outs.  

Plenty of growth opportunities for new and existing operators in the pensions industry remain, whether consolidating or integrating existing providers, expanding service offerings or embracing disruptive technology.  

However, you are looking to invest in the sector or develop your pensions offering, our corporate finance expertise and pension industry experience mean we are ideally placed to advise you on M&A opportunities. 

Our M&A business services

  • Target origination: with our proprietary origination database, we identify prospective investment opportunities aligned with your investment criteria. 
  • Stakeholder introductions: introductions to key industry stakeholders in our extensive industry network. 
  • M&A lead advisory: our specialist experience and market knowledge facilitate M&A transactions. 
  • Strategic co-advisor: working alongside other advisors to help you achieve your strategic goals. 
  • Commercial due diligence: stress-testing the achievability of the vendor or target’s business plan and providing deep insights into the broader pensions market  

A deep understanding coupled with strong relationships

  • We’re the largest provider of pensions-related lead advisory services in the UK, advising over 25% of the FTSE30. 
  • Established since 2007, we’ve a deep understanding of the pensions sector and strong relationships with key industry stakeholders. 

Our new 2023 CFO report

New world, new decisions

Our new report, New world, new decisions, reveals proprietary insights into key areas of interest to UK CFOs and senior executives on the challenges and opportunities for their Defined Benefit (DB) pension schemes. This comes at a time where improved funding positions and burgeoning pension surpluses has created a new set of dilemmas for corporates.