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Announced

7 Apr 2025

Söderberg & Partners completed the acquisition of Active Financial Planners.

Synopsis

Söderberg & Partners, a provider of wealth management and corporate pension and insurance services, completed the acquisition of Active Financial Planners, financial advice company. Financial terms were not disclosed.

Principals

target

Active Financial Planners

bidder

Söderberg & Partners Holding

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Market Context

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Seller Team (1)

karl pemberton

CEO at ACTIVE FINANCIAL PLANNERS LIMITED

Manager

target

Deal

n/a

Total Value

Bidder Team (9)

roosa väre

Senior Associate at White & Case

Lawyer

bidder

Deals

n/a

Total Value

victor aberg

Partner at White & Case

Lawyer

bidder

Deals

£ 9.26 B

Total Value

jonathan rogers

Partner at White & Case

Lawyer

bidder

Deals

£ 10.15 B

Total Value

mark smith

Associate at White & Case

Lawyer

bidder

Deals

£ 140 M

Total Value

helen joseph

Partner at White & Case

Lawyer

bidder

Deals

£ 11.76 B

Total Value

alexander buchanan

Associate at White & Case

Lawyer

bidder

Deals

£ 6.78 B

Total Value

samuel salmivirta

Associate at White & Case

Lawyer

bidder

Deals

£ 5.82 B

Total Value

esme wong

‎Associate at White & Case

Lawyer

bidder

Deals

£ 5.91 B

Total Value

gustaf rentzhog

CEO at SÖDERBERG & PARTNERS HOLDING AB

Manager

bidder

Deals

£ 437 M

Total Value

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