Go to deals
Financial Services

Fidelius receives a significant investment by Söderberg & Partners

January 2024 — Fidelius Ltd, an independent financial services group, has received a significant investment by Söderberg & Partners, one of the Nordic region’s leading financial advisors.

Fidelius, with offices across Bath, Cheltenham, Chelmsford, London and Mansfield in the UK, offers a suite of advisory services, including wealth management, employee benefit mortgages, as well as specialist advice to returning expats. Launched in 1998, Fidelius has grown significantly through both organic and M&A expansion.

Söderberg & Partners is one of the Nordic region’s leading financial advisors and brokers of insurance and financial services. Founded in 2004, the group has grown to approximately 1,800 employees in seven countries.

The deal is one of the largest so far in the UK for Söderberg & Partners as they commit to becoming a top wealth player. Söderberg & Partners will support Fidelius as it invests into smaller entrepreneurial wealth firms who require the correct support and resource in order to realise their true growth potential.

Our role in the transaction

Oaklins Cavendish, based in the UK, advised the shareholders of Fidelius. This transaction showcases Cavendish’s expertise within wealth, a sector which continues to see substantial levels of investment and consolidation.

Service
M&A sell-side
Parties
“In Sӧderberg & Partners we have found a partner who sees the world the same way we do and the whole team at Fidelius is incredibly excited about the next phase of our journey. I would like to extend our thanks to the team at Oaklins Cavendish who ran an excellent process and provided quality, considered advice throughout – many thanks to the whole team!”

Jim Grant

CEO, Fidelius Group

Talk to the deal team

Ben Goldring

Ben Goldring

Partner
London, United Kingdom
Oaklins Cavendish
View profile Get in touch
Lloyd Evans

Lloyd Evans

Associate
London, United Kingdom
Oaklins Cavendish
View profile Get in touch

Related deals

Verdane has completed the acquisition of Augmentum Fintech
Financial Services

Verdane has completed the acquisition of Augmentum Fintech

Following the acceptance of its offer and subsequent shareholder approval, Augmentum Fintech plc has been acquired by Verdane Advisors AS.

Learn more
Census Group has acquired Auditus Tilintarkastus Oy
Private Equity | Financial Services | Other Industries

Census Group has acquired Auditus Tilintarkastus Oy

Backed by Swedish Aspira Partners, Census Group has acquired SYS Audit Oy, Lecklé Oy, Tiliextra Oy, Tase-Koivu Oy Tilintarkastusyhteisö, HJL Audit Oy and Auditus Tilintarkastus Oy. These transactions mark the creation of new platform in the Finnish audit and advisory services market. The newly formed group is jointly owned by Aspira Partners, entrepreneurs and key employees united by a shared vision and strong commitment to serving small and medium-sized enterprises (SMEs).

Learn more
Census Group has acquired Tiliextra Oy
Private Equity | Financial Services | Other Industries

Census Group has acquired Tiliextra Oy

Backed by Swedish Aspira Partners, Census Group has acquired SYS Audit Oy, Lecklé Oy, Tiliextra Oy, Tase-Koivu Oy Tilintarkastusyhteisö, HJL Audit Oy and Auditus Tilintarkastus Oy. These transactions mark the creation of new platform in the Finnish audit and advisory services market. The newly formed group is jointly owned by Aspira Partners, entrepreneurs and key employees united by a shared vision and strong commitment to serving small and medium-sized enterprises (SMEs).

Learn more