Project Autumn

Acquisition Opportunity

Hilco Streambank (‘’Hilco’’) is seeking offers to acquire the business and assets of a leading FCA-regulated self-invested personal pension (SIPP) operator that manages in excess of 20,000 SIPPs (“the Company”).

Established c. 40 years ago as a small self-administered schemes (SSAS) provider, the Company has since expanded and diversified its offering, and today provides a growing range of pension solutions, including ISAs, qualified non-UK pension schemes (QNUPS) and qualifying recognised overseas pension schemes (QROPS).

The Company is a highly-regarded SIPP provider, with several partners having opted for white-label Company products. Key to the its growth has been the investment in developing its proprietary technology, which is integral to the offering.

In the financial year ending 30 April 2021, revenue of c. £7.5m was generated with a gross profit of c. £7.3m. Pre tax profit c. £2.4m. 10 months T/O to 28 Feb 22 c. £6.1m, operating profit c. £2.1m.

This acquisition opportunity presents a prospective buyer with the opportunity to purchase a leading pension provider with an enviable client roster and a proven track record of success.

EXPRESSIONS OF INTEREST DEADLINE:

June 30, 2022 at 2pm BST

Sale Process

Expressions of interest are due June 30, 2022 at 2pm BST.

Should you be interested in pursuing this opportunity please sign and return the attached confidentiality agreement to apercival@hilcoglobal.eu

DOWNLOAD NDA HERE

Contact Us

To register your interest and for further information about the sale process, please contact the following Hilco Streambank representatives:

Interested Parties

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