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Pensions M&A advisory

With over £2.3 trillion in liabilities, UK defined benefit (DB) pension schemes remain a provider of pension benefits to a large proportion of the UK population. These schemes are complex to run, with advice and support required from a wide range of professionals and providers including legal, corporate finance, actuarial, investment, administration, governance, data specialists and many more.

Opportunities for investors

The past decade has seen tighter regulatory scrutiny and governance requirements fuel greater demand for these services, as well as a wave of new investments (including transactions that we have advised on). There has been substantial M&A activity and other, more general interest in the pensions industry, including public offerings, private equity acquisitions and spin-outs. With so many different types of firms operating in the industry, there are plenty of opportunities for a potential investor to enter the market, for example, by further consolidating existing providers, by expanding service offerings and by opting for creative technological disruption.

We believe that there are opportunities in the short-to-medium term centre for consolidation and integration among service providers in the industry.

Our strategic business services

  • With our deep experience of the pension industry and its key players, together with our corporate finance heritage, we are ideally placed to advise on deal opportunities within the industry.
  • Target origination: thanks to our proprietary origination database, we can identify prospective investment opportunities aligned with your investment criteria.
  • Stakeholder introductions: we can make use of our extensive network in the industry to introduce you to key industry stakeholders.
  • M&A lead advisory: our extensive knowledge of the market, coupled with our corporate finance heritage and expertise, means we are well placed to facilitate M&A transactions.
  • Strategic co-advisor: our specialist expertise in pensions and our extensive experience in corporate finance place us in an ideal position to work alongside other advisors to achieve strategic goals.

A deep understanding coupled with strong relationships

  • We are the largest provider of pensions-related lead advisory services in the UK, advising over 25% of the FTSE 30.
  • We were established in 2007 and have a deep understanding of the pensions sector and strong relationships with key industry stakeholders