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Liberty Corporate Finance is delighted to announce they have advised the management team of Broadstone on the strategic investment by Lovell Minnick Partners (“LMP”), a private equity firm focused on investments in financial services, business services and financial technology companies.

Broadstone is a leading, independent UK financial services consultancy delivering expert advice to employers, insurers, lenders and pension scheme trustees. This investment will enable Broadstone to further broaden and deepen its offerings to current and prospective clients. Going forward, the Broadstone management team will continue to own a significant stake in the business and maintain leadership of the company.

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.

The transaction is expected to close in the second quarter of 2025, subject to customary regulatory reviews and approvals. Financial terms were not disclosed.