1.9x
MOIC
32%
IRR
£150m
VALUE AT EXIT

Saunderson House is a financial advisory business, advising private clients on financial planning, asset allocation and fund selection.

Saunderson House is one of two businesses that comprised IFG Group, which we took private in 2019. Having separated IFG into its component parts, our strategy was to back the management team to continue their long track record of organic growth.

We sold our investment in Saunderson House in 2021 to Rathbone Brothers plc

Status:
Realised

Activity:
IFA

Entry date:
September 2019

Exit date:
October 2021

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