Livingbridge set to acquire Broadstone

"Livingbridge has agreed terms and exchanged contracts to acquire Broadstone Corporate Benefits Ltd and Broadstone Risk & Healthcare Ltd from Oakley Capital.”

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Broadstone provides pensions, employee benefits, actuarial and investment services advice to small and medium sized employers, pension scheme trustees and individual pension scheme members.  The 130-strong team supports clients across the UK with offices in London, Sheffield and Falkirk.

Originally created by a tax partner at BDO Stoy Hayward in 1989, Broadstone was acquired by Oakley Capital in 2010.

Fenchurch Advisory Partners advised Oakley on the transaction.

Hines Associates Limited advised Livingbridge.

Livingbridge will help Broadstone build scale and broaden its offerings through supporting the management team’s growth strategy and making selected acquisitions.

Mark Howlett, chief executive of Broadstone Corporate Benefits Ltd, comments:
“This will allow Broadstone to continue on its growth trajectory by consolidating businesses that share the same ethos for excellent client service. The benefits will be felt by our clients, employees and prospects alike. We look forward to an exciting future with Livingbridge and we are pleased to be part of their growing list of successes.”

Xavier Woodward, Livingbridge comments:
“We are excited to be working alongside Mark and the team to build a leading business in the employee benefits space.  We are looking forward to helping Broadstone achieve organic growth and supporting the business in making acquisitions – in which the team already has a successful track record.”

 

Our expertise

We specialise in pensions, employee benefits, risk and insurance solutions for employers, trustees and pension scheme members.

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Our people

Our people are experts in their chosen field and help clients fully understand the issues they face and the options open to them.

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Our Services

Whether you are looking for pensions, employee benefits or risk and insurance solutions, Broadstone can offer advice across the full range of available services.

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