We have advised My Pension Expert, the UK’s leading at-retirement adviser, on its acquisition finance and lender education process to support its investment from Valeas Capital Partners. As part of the transaction, Palatine Private Equity will exit following a successful four-year partnership. This transaction is subject to regulatory approval by the FCA.
My Pension Expert, a mission-driven certified B Corporation, is dedicated to addressing the UK’s persistent “advice gap” by providing regulated, individualised retirement advice to mass-market consumers in the UK. As the leading scaled provider targeting this underserved segment, the firm has achieved significant growth by meeting the increasingly complex needs of mass-market savers who can’t otherwise access financial advice.
This transaction follows our earlier Debt Advisory role in April 2025, where we advised My Pension Expert on its refinancing, demonstrating our continued support throughout the company's growth journey.
More about the process
Our Debt Advisory team advised on raising incremental debt facilities to support the transaction, while simultaneously delivering a lender education process. By providing financing partners with a clear understanding of the business, its market position and growth strategy, we helped create a competitive funding environment and secure a capital structure that supports the company's continued expansion.
