Operazione

Acquisition finance and lender education process for My Pension Expert

Operazione

Acquisition finance and lender education process for My Pension Expert

Acquisition finance and lender education

Undisclosed

Ruolo

Adviser to My Pension Expert on its acquisition finance and lender education process

Settore

Servizi finanziari

Regione

Regno Unito

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.

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As we enter the next phase of our growth journey and double down on our mission to provide financial advice to those the market has historically overlooked, we are excited to partner with Valeas. Their team brings a deep understanding of our business and sector, a shared commitment to our vision, and the strategic expertise to support our long-term ambitions. Their investment and expertise give us the financial flexibility to keep building the business, and I look forward to innovating and expanding further together.

I would also like to express my thanks to Palatine, who have been brilliant partners for My Pension Expert, and I’m incredibly proud of what we have achieved together.

Andrew Megson, Founder and CEO, My Pension Expert
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We were delighted to support the management team on this important transaction. Through a targeted acquisition finance and lender education process, we helped financing partners gain a clear understanding of the business, creating a competitive funding environment and delivering a capital structure that supports the company's next phase of growth. Following our refinancing work last year, it has been a pleasure to continue supporting the business on its growth journey.

Simon Chambers, Managing Director and Head of Debt Advisory, Clearwater

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