ExactVAL Ltd.

ExactVAL Ltd. , based in the UK, specializes in comprehensive pricing and quotation services for bulk annuities, providing expert guidance tailored for pension schemes with a focus on accuracy and speed. ExactVAL Ltd. operates from Saint Albans, UK, delivering pricing solutions for pension schemes.

The company has undergone strategic adjustments to enhance its service offerings and is not a subsidiary of any parent company. The firm was founded by industry professionals with prior experience in related fields. ExactVAL Ltd. was involved in one deal, with the most recent deal date being June 12, 2025.

ExactVAL Ltd. specializes in bulk annuity pricing and quotation services, offering a comprehensive suite of tools tailored for pension schemes. Their core offerings include advanced models that project and discount annuity cashflows with notable speed, accuracy, and transparency. These models address the unique complexities of various pension benefit structures, serving a diverse clientele that encompasses pension fund trustees, corporate sponsors, and financial advisors across the United Kingdom and select international markets.

The firm is committed to ensuring data quality in decision-making, providing support throughout the data cleansing process to guarantee accurate information for processing. Revenue generation for ExactVAL Ltd. is primarily structured through service fees linked to their bulk annuity pricing offerings. Clients engage through a B2B model, with pension funds and corporate entities seeking ExactVAL's expertise to effectively manage their annuity portfolios.

The firm typically charges fees based on the complexity and scale of services rendered, including customized pricing solutions and ongoing support. ExactVAL focuses on providing value to clients, ensuring their pension schemes align with market best practices, fostering long-term partnerships. In June 2025, Broadstone Corporate Benefits Limited, a portfolio company of Lovell Minnick Partners and ICG, acquired ExactVAL Ltd. The rationale behind the acquisition is to accelerate the expansion of market reach.

Future growth plans include the launch of new products designed to enhance their service offerings, with specific details on release dates to be determined. ExactVAL aims to expand into new markets with a focus on increasing their footprint within the pension scheme industry. The recent acquisition will support these initiatives by leveraging broader resources and expertise.