Park Place advised the shareholders of My Pension Expert on the agreement of significant investment in the business by Palatine Private Equity.
My Pension Expert is the UK’s leading at-retirement adviser, its telephone and video-based services allows the company to provide independent financial advice on a national scale. The business enjoys a market-leading reputation amongst clients, achieving a five-star Trustpilot rating.
Palatine’s investment in My Pension Expert will help to accelerate its growth plans, expanding its business proposition to ensure people of all wealth brackets can receive independent financial advice and achieve their desired retirement outcomes.
Park Place acted as lead adviser on a particularly competitive process to a number of private equity investors. The shareholders decided to partner with Palatine due to their collegiate approach, experience in the financial services sector and ESG credentials.
As part of the transaction Park Place also led the debt refinancing with Beechbrook Capital. As well as funding the transaction the debt facility from Beechbrook included additional funds which are available to the business to facilitate future growth.
Tim Clarke who led the team from Park Place commented “My Pension Expert has successfully managed to provide independent at retirement advice to the mass market. It has already delivered significant growth and the investment from Palatine will be used to accelerate its growth trajectory and capitalise on its market leading position.”
Since 2006, we have guided UK and overseas clients on mergers, acquisitions and disposal activities, MBOs (and buy ins), broad-ranging strategic issues, corporate reorganisation and recovery and private equity.
Having advised the shareholders of My Pension Expert on the investment from Palatine, Park Place are delighted to have further supported in the delivery of its growth strategy, acting as lead advisor on the acquisition of Tenet&You.
Park Place advises multi award-winning XR Games on securing £5.9m ($7m) investment to supercharge growth
Republic is a leading multi-brand fashion retailer operating throughout the UK with a distinctive customer proposition. Its product offering includes aspirational brands such as Bench, Hooch, Replay and G-Star, as well as up and coming niche brands and its own exclusive range.
Ebuyer is an online retailer of computer peripherals and other consumer electrical products. The Park Place team had previously advised the founder of Ebuyer on exiting two other businesses.
RMS is the largest independent operator of port facilities on the Humber and River Trent. It operates facilities at Goole, Grimsby, Immingham, Flixborough and Gunness. It also provides warehousing and logistical services.
Costcutter Supermarkets Group is one of the leading convenience retailers in the UK with around 1,400 stores. It was founded in 1985 by Colin Graves and remained owned by his family and their trusts.
Penthouse Carpets is a long established carpet manufacturer based in Rochdale. The business has been producing high quality carpets for over 30 years and has close relationships with numerous independent carpet retailers throughout the UK.
Allied Glass, based in Leeds and Knottingley, is a leading manufacturer and supplier of high value glass containers to spirits and food manufacturers, specialising in the production of complex bottles.
Eve is a leading provider of temporary access solutions ranging from roadways, walkways and barriers to the super fortress fence used at the Glastonbury Festival. The business was sold to Ashtead Group plc for £28 million, plus a £7 million earn-out in 2013.
Southdale Homes Limited is a construction management business specialising in social housing and public sector buildings such as schools, healthcare and community centres. The business is based in Halifax and is one of the North’s largest social housing developers.
Swift is the UK’s leading manufacturer of both touring caravans and of motor homes, and owns many of the leading brands in the sector. It also has a significant market share in the manufacture of holiday homes.
Springfield, one of Yorkshire’s and the North East’s leading care providers, has secured £7m of development capital funding from the Business Growth Fund and HSBC. Having advised Springfield on its previous fundraising Park Place again advised the company on a transaction.
Harvard Engineering is a world leader in the design, development and manufacture of energy saving control products and LED drivers for the lighting industry.
Crossroads Truck & Bus is the Volvo commercial truck and bus dealership for Yorkshire and Lincolnshire. The business was the subject of an MBO in August 2005 funded by HSBC. Park Place conducted due diligence for the bank and established a close working relationship with the management team.
Shearings Leisure Group is one of Europe’s leading specialist operators of escorted tours and leisure hotels. The business offers coach, air, rail, cruise and hotel breaks to more than 170 destinations in the UK, Europe and Worldwide serving over 1.1 million passengers per annum.
Adare provides marketing and secure printing services to a wide range of commercial and public sector clients. Following a management buy out in 2006 the business embarked on a programme of non-core disposals.
The Cedar Court Hotels group consisted of 5 well-known hotels across West and North Yorkshire. Park Place were engaged in 2013 to assist the family shareholder base realise the value created in the 30 years since they developed their first hotel.
WHP are established providers of professional and network support services to mobile network operators. They are one of the UK's longest established providers of professional and network support services to the wireless telecommunications sector. WHP offer a complete range of end to end services.
Springfield, one of Yorkshire’s and the North East’s leading care providers, has secured £7m of development capital funding from the Business Growth Fund and HSBC. Having advised Springfield on its previous fundraising Park Place again advised the company on a transaction.
Turtle Wax is a long-established multinational developer of vehicle car products. Park Place were appointed to advise the EMEA division on a refinancing.
BioEden is the global leader in the extraction and storage of stem cells from dental pulp. The business uses its patented technology to extract mesenchymal stem cells from children’s milk teeth which are then cryogenically frozen and stored for future therapeutic uses.
ZyroFisher was originally formed in early 2016, when LDC backed the management buy-out of Zyro and supported the simultaneous acquisition of Fisher Outdoor Leisure. The merger created a business with sales of c.£75m which represents many market-leading global brands across all cycling disciplines.
de Poel is the UK’s leading Independent Vendor Neutral expert in procuring and managing the supply of temporary agency staff for large corporates.
The Coaching Inn Group is an operator of bespoke hotels. Established in 1996 the business has focused on historic old coaching inns and now to has fifteen iconic buildings in its portfolio.
Principle has defined and leads the global brand implementation market. Principle takes brand concepts and designs and makes them a physical reality, ensuring that brand standards are adhered to across sites around the globe.
ZyroFisher was originally formed in early 2016, when LDC backed the management buy-out of Zyro and supported the simultaneous acquisition of Fisher Outdoor Leisure. The merger created a business with sales of c.£75m which represents many market-leading global brands across all cycling disciplines.
Swift is the UK’s leading manufacturer of both touring caravans and of motor homes, and owns many of the leading brands in the sector. It also has a significant market share in the manufacture of holiday homes.
Arena is a leading independent specialist in hard copy and electronic data management. Established in 1991 the business provides hardware, software, service and expertise to a diverse range of clients in markets including education, financial and legal services.
Crossroads Truck & Bus is the Volvo commercial truck and bus dealership for Yorkshire and Lincolnshire. The business was the subject of an MBO in August 2005 funded by HSBC. Park Place conducted due diligence for the bank and established a close working relationship with the management team.
Park Place has advised longstanding client Acumen on the sale of the business to Beauparc.
Park Place advised Fintel, the Huddersfield based, leading independent provider of compliance and business services to financial advisers and financial institutions in the UK, on three acquisitions.
Lucion is a market leading multidisciplinary risk management business focused on hazardous materials, with a market-leading presence in the asbestos compliance market.
Park Place has advised the management team of TFSG on a trio of deals over a period of 4 years; an MBO backed by Soho Capital, a subsequent bolt-on acquisition and ultimately a merger to create a major European player in passive fire protection.
Qualter Hall & Company is an internationally recognised engineering business with a reputation for high quality design and manufacture having undertaken iconic projects around the world. It employs 120 people from its head office in Barnsley.
Park Place have advised on the Management Buy Out of Robinson Contract Services funded by ThinCats.
Park Place acted as lead advisor to Caledonian, a newly formed staycation leisure business focused on coach and self drive holidays in the UK and Europe, on the raising of equity funding from Mobeus Equity Partners.
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