The Goodwin Private Equity team is advising Broadstone, a leading independent UK financial services consultancy, on a strategic growth investment from Lovell Minnick Partners (LMP). The transaction is conditional on regulatory approval and is expected to complete in 2025.
Broadstone is a leading, independent UK financial services consultancy delivering expert advice to employers, insurers, lenders and pension scheme trustees. Broadstone has an over 40-year history as a customer-centric, leading pensions administrator, actuarial consulting and employee benefits specialist focused on supporting and securing the prosperity of its clients and their customers and members. The company’s specialist services include employee benefits consulting, pensions administration and actuarial services, investment consulting, insurance consulting, credit risk services, financial modelling, data analytics services, and redress support. The company has a team of 650 experts, including more than 85 actuaries, across ten offices in the UK.
LMP is a private equity firm with a 25-year track record of partnering with growth-oriented companies. LMP leverages deep sector experience and a broad network of strategic advisors to help founders scale their companies at an accelerated pace. The firm collaborates with management teams seeking to achieve long-term success and value creation through organic growth and strategic acquisitions.
The Goodwin team included Carl Bradshaw, Saya Sharma, Oliver Murphy, Laura Antuna-Ortega, Megan Gibson and Matt Nestor (Private Equity); Dulcie Daly and Matthew Rees (Tax); Simon Fulbrook and Rebecca Palfreman (Finance); Gretchen Scott, Annabel Loose, Rachel Thurbon and Alexandra Mulligan (Commercial, IP and Data Protection); Simon Woodcock and Phoebe Boag (Real Estate); Alex Fisher and Akshay Chauhan (Employment); Andrew Henderson and Matthew Dixon-Ward (Regulatory); and Mark Beardsworth and Charlotte Glaser (Investigations).
For additional details please read the press release.