• In November 2012, Broadstone acquired Pope Anderson, an independent actuarial and pensions consultancy
• The acquisition is part of a buy-and-build strategy being pursued by Broadstone and its majority owner, Oakley Capital, and is the first since its buyout in November 2010, on which Asgard Partners also advised
• There is a high level of synergy between Broadstone’s trust-based pension and scheme administration units and those of Pope Anderson
• Pope Anderson’s Sheffield office creates a northern hub for Broadstone’s scheme administration and actuarial service
• Our role included a review of investment opportunities in the actuarial market and advice concerning the acquisition of Pope Anderson itself

“Acquiring Pope Anderson is an important step in the growth of Broadstone and we are grateful for Asgard’s continued assistance in effecting the buy-and-build strategy, following on from their help in the original purchase of Broadstone two years ago.”
David Till, Partner, Oakley Capital