Liberty advises the management team of Isio on its carve out from KPMG

Liberty Corporate Finance (“Liberty”) advised the management team of Isio, a new independent UK pensions advisory firm, on the carve out from KPMG and sale to Exponent Private Equity and Isio’s partners. Isio is a leading UK pensions advisory firm which combines actuarial expertise, third party administration, investment consulting and defined contribution specialisms to deliver better outcomes for pension scheme sponsors, trustees and members. With over 500 staff located across eight regional hubs, Isio advises more than 1,000 clients, ranging from mid-sized companies to FTSE 100s, on the management of pension assets worth over £90bn. Liberty Corporate Finance advised Isio’s senior leadership team on all commercial aspects of their investment in the new business and the equity incentive arrangements for the group going forward. Andrew Coles, Isio’s chief executive, commented: “The team at Liberty provided great support throughout the process and we thoroughly enjoyed working with them with their clear and pragmatic advice.“ Michael McDonagh, Liberty Corporate Finance Partner added: “It has been a pleasure to advise the Isio partner team on their carve out from KPMG.  We look forward to seeing the business continue to grow as an independent provider of high quality pensions and investment advice.”


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