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New Deal


Announced

Completed

General Atlantic led a $200m Series E funding round in Guideline.

Financials

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Transaction Value£141m
Consideration TypeCash
Capital Owned-
Capital Bid For-
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Private

Minority

Venture Capital

United States

business intelligence services

Management Consulting

Completed

Friendly

Private Equity

Domestic

Acquisition

fintech

Synopsis

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General Atlantic, a private equity firm, led a $200m Series E funding round in Guideline, a provider of advisory and business intelligence services. The round had participation from investors Generation Investment Management, Greyhound Capital, Felicis Ventures and Propel Ventures. "We founded Guideline with the mission to better serve small business owners and their employees by transforming access to retirement savings plans. We are proud of our significant growth over the past six years as we have worked to modernize a legacy component of the US economic system and ensure retirement planning is accessible to all. We are excited to draw upon General Atlantic’s deep expertise at the intersection of technology and financial services as we continue to empower businesses and their employees to plan for the future," Kevin Busque, Guideline Co-Founder and CEO.

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