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Söderberg & Partners Holding AB

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Year established

2004

Location

Stockholm Sweden

Primary Industry

Insurance

About

Founded in 2004 and based in Stockholm, Sweden, Söderberg & Partners Holding AB operates as an advisor and distributor of financial products including pension plans, fund investments, wealth management, insurance, employee benefits, and savings for individual and business clients. In June 2023, the firm's minority stake was acquired by KKR for EUR 200 million. Further Söderberg & Partners has grown through various add-on deals from September 2023 to January 2024, acquiring Dartington Wealth Management Limited, Atherton York Limited, Timothy James & Partners Ltd., Generation FS, Vintage Wealth Management Limited, PK Partnership, Fidelius Ltd.
Current Investors
TA Associates, KKR

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Primary Industry
Insurance
Sub Industries
Insurance Intermediaries, Personal Insurance
Website
www.soderbergpartners.se
Verticals
FinTech, FinTech
Company Stage
Mature
Total Amount Raised
Subscriber access only

Deals

Deals Type
Add-on
Add-on
Add-on
Add-on
Growth
Deal Status Target (s) Deal Date Investor(s) Seller(s) Deal size (Mn) Enterprise value (Mn) Post-money valuation (Mn) EBITDA multiple (x) Revenue multiple (x) Lead partner (s)
Completed HCF Partnership Limited 12 Jul 2024
Completed Prosperity IFA Ltd 12 Jul 2024
Completed EFM Insurance & Financial Group 12 Jul 2024
Completed Grosvenor Consultancy Ltd 12 Jul 2024
Completed Söderberg & Partners Holding AB 01 Jul 2024
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