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New Deal


Announced

Completed

FPE Capital completed the acquisition of a minority stake in Dynamic Planner.

Financials

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Transaction Value-
Consideration TypeCash
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Private

Single Bidder

Acquisition

Minority

Diversified Financials

Private Equity

financial planning

Domestic

United Kingdom

Completed

Friendly

Synopsis

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FPE Capital, a private equity firm, completed the acquisition of a minority stake in Dynamic Planner, a financial planning system. Financial terms were not disclosed. “As a fast growing, privately owned company we were looking for an institutional investor partner to help us take the business to the next level in the UK and internationally. Our selection of FPE was based not just on their track record of backing software companies that successfully scale, but also on their team who we feel share our values," Ben Goss, Dynamic Planner CEO.

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