Submit Deal

Announced

23 Nov 2020

Completed

23 Nov 2020

LDC completed an investment in Ross Trustees.

Synopsis

LDC completed an investment in Ross Trustees, an independent professional trustee and pensions support services business. Financial terms were not disclosed. "Partnering with LDC will help the business to grow more rapidly to meet this demand. It will also help us to further expand our products and services as we continue to support more pension schemes and their members,” Nigel Moore, Ross Trustees CEO.

Principals

target

Ross Trustees

bidder

Lloyds Development Capital (ldc)

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Market Context

Sort

Seller Team (4)

andrew bradshaw

CBDO at ROSS TRUSTEES

Manager

target

Deals

n/a

Total Value

nigel moore

CEO at ROSS TRUSTEES

Manager

target

Deal

n/a

Total Value

susan andrews

COO at ROSS TRUSTEES

Manager

target

Deal

n/a

Total Value

steven ross

Founder at ROSS TRUSTEES

Manager

target

Deal

n/a

Total Value

Bidder Team (8)

phil hinson

Investment Director at LLOYDS DEVELOPMENT CAPITAL LIMITED (LDC)

Investor

bidder

Deal

n/a

Total Value

stuart sewell

Managing Director at KPMG

Financial Advisor

bidder

Deals

n/a

Total Value

josh wachman

Investment Manager at LLOYDS DEVELOPMENT CAPITAL LIMITED (LDC)

Investor

bidder

Deals

n/a

Total Value

beth mather

Partner at Gateley

Lawyer

bidder

Deals

n/a

Total Value

mamoona aslam

Associate Director at KPMG

Financial Advisor

bidder

Deals

£ 35 M

Total Value

richard whitwell

Head or Region at LLOYDS DEVELOPMENT CAPITAL LIMITED (LDC)

Investor

bidder

Deals

n/a

Total Value

simon gill

Partner at Gateley

Lawyer

bidder

Deal

n/a

Total Value

michael collins

Partner at Gateley

Lawyer

bidder

Deal

n/a

Total Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy