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Broadstone

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Pensions and employee benefits provider

Broadstone provides pensions, employee benefits, actuarial and investment services advice to small and medium-sized employers, pension scheme trustees and individual pension scheme members. They have offices in London, Sheffield and Falkirk, supporting clients across the UK.

Livingbridge’s investment is helping Broadstone build, scale and broaden its offerings by supporting the management team’s growth strategy and making selected acquisitions. The chief executive of Broadstone said at the time of investment, “Our immediate plans are to focus on identifying the most suitable M&A partners to build on this growth, which in turn will help us achieve our future goal of becoming one of the leading employee benefit consultants for the mid-market arena. We look forward to an exciting future with Livingbridge."

 

“We are excited about the opportunity to work with Broadstone’s management team in building a leading force in the employee benefits space.  We look forward to helping the business achieve organic growth and supporting it in making acquisitions.”

Xavier Woodward, Livingbridge

Timeline

1989

Broadstone established by a tax partner at BDO Stoy Hayward

2010

Acquired by another private equity house

2016

Livingbridge invest. CFO and chairman appointed to augment the senior team  

2017

Acquisition of Mitchell Consulting and 2020 Trustees