M&A-hungry My Pension Expert enters £25m refinancing deal

Follows Tenet&You buy last year

Jen Frost
clock • 2 min read

My Pension Expert has signed a £25m refinancing deal with digital lender Oaknorth as it targets future mergers and acquisitions (M&A).

The Palatine Private Equity-backed at-retirement advice business is expected to use the funds in part to pay down existing lender Beechbrook. My Pension Expert will look to a "targeted acquisition pipeline" with strategic M&A a "core driver" of its business plan, the firm set out in a news release this morning (29 April). Acquisitions are expected to "play a key role in expanding market reach and building value through carefully chosen partnerships," it was stated in the telephone and video conferencing-focused IFA business' update. My Pension Expert CEO Andrew Megson said: "Not on...

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