Speciality Finance

Founded in 2010, My Pension Expert (MPE) provides independent and tailored pension advice to help consumers make informed decisions about their retirement; Headquartered in Doncaster, the firm has c.10k repeat customer and assets under influence (AUI) of over £1b; My Pension Expert is backed by private equity firm, Palatine, which focusses on investing in mid-market […]

Established in 1999, STAR is a private equity firm focused on building and developing businesses around strategic assets in Western Europe; STR is a leading global provider of specialist equipment, innovative technologies, and data enabling services to the offshore renewables, oil and gas, and marine science sectorsBottom of Form; The capital will enable STR to […]

Established in 2007 by Phil Hart, Ravinder Ghuman, and Ian Adey, Beaufort Wealth Management is a Warwickshire-based independent financial advisers (IFA) firm; Over the years, it has expanded its services and expertise through acquisitions, and now has over 900 clients; The funding from OakNorth will support Phil and Ravinder’s MBO of their co-founder, Ian, who […]

Established in 2002 by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms; The capital from OakNorth will support its acquisition of DR Solicitors, the award winning, specialist law firm for medical professionals; The acquisition will be immediately and significantly earnings enhancing for DSW […]

Launched in 2011, Croud is a global, full-service digital agency with offices in the UK, US and Middle East; The business has worked with household brands including: International Workplace Group (IWG), Selfridges, Amazon’s Audible and Prime Video, and Nespresso; The transaction follows OakNorth’s initial £34m club loan to Croud in May this year to support […]

The four shopping centres are: Lakeside in Essex, Atria in Watford, Victoria Centre in Nottingham, and Braehead in Glasgow; With a catchment population totalling 9.4m the sites are four of the leading shopping centres nationally; Average occupancy rates for the sites have increased to 93%, with tenants consisting of international and national retail brands, including […]