Announced

Completed

HPS Investment completed the acquisition of a majority stake in Nucleus from Epiris.

Synopsis

HPS Investment, an investment firm, completed the acquisition of a majority stake in Nucleus, an independent financial planning and retirement-focused platform, from Epiris, a private equity firm. Financial terms were not disclosed. “This transaction is a huge endorsement of all the work Richard, his team and we have put in to realising the vision we set out three years ago. Together, we have created a platform group that offers a comprehensive product set through an award-winning digital customer interface supported by best-in-class technology and operations," Owen Wilson, Epiris Partner.

Show Details & Financials

Did you work on this deal?

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

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

CONTACT US