IMAS acted as the exclusive financial adviser to CS Financial Solutions on the sale of the company to Broadstone.

CS Financial Solutions is a specialist employee benefits consultancy that can trace its roots back to 1934. It has grown to represent over 800 UK and international employers with some 150,000 active members in their pension schemes. It creates engaging benefit solutions for employees to help corporate clients attract and retain talented staff, covering the full suite of employee benefits and corporate pension schemes, as well as corporate risk and private medical insurance broking. The services are provided by experienced client services teams in Liverpool and London.

Broadstone is a fast-growing provider of business services, including actuarial consulting, trustee services, employee benefits consulting, pensions administration and employee wellbeing. It is backed by Livingbridge, the mid-market private equity fund.

IMAS was responsible for planning and managing the entire transaction process, including the initial preparations, the marketing of the opportunity to prospective buyers through to the ultimate closing of the transaction. Our work included specific valuation advice, the managing of a comprehensive auction process and assisting in the detailed negotiations with the bidders, including Broadstone.