Palatine Exits My Pension Expert to Valeas Capital Partners

My Pension Expert set to exit Palatine in move to Valeas Capital Partners

Private equity backer Palatine has successfully exited from My Pension Expert, generating a circa 5x return for investors.

Palatine exits My Pension Expert to Valeas Capital Partners

Palatine has exited retirement advisor My Pension Expert. The mid-market private equity investor made the original investment into the Doncaster firm from its fourth Buyout Fund and first Impact Fund. The exit has generated a circa 5x return for investors. The team supported My Pension Expert through a four-year period of strong organic growth – achieved following significant investment in people, technology, data and AI – and supplemented with …

US PE firm buys majority stake in UK advice firm My Pension Expert

US private equity (PE) firm Valeas Capital Partners has bought a majority stake in advice firm My Pension Expert, including a significant stake owned by fellow PE firm Palatine, the companies confirmed today. Under the terms of the deal, Valeas Capital will take a 75% stake in the business, including the 42% previously held by Palatine. It is understood the deal was worth roughly £500m. Doncaster-based My Pension Expert has around 20,000 clients…

Palatine exits Doncaster’s My Pension Expert following period of strong growth

Palatine Private Equity has exited My Pension Expert, the at-retirement adviser, generating a 5x return for investors. Palatine supported Doncaster-based My Pension Expert through a four-year period of strong organic growth, achieved following significant investment in people, technology, data and AI, and supplemented with strategic M&A. Palatine’s Sustainability team also worked with management on My […]