Juli 2024
UK & Ireland, > £500m

Liberty advises the management team of Isio on the majority investment by Aquiline Capital Partners

Liberty Corporate Finance is delighted to announce they have advised the management team of Isio, one of the fastest growing pensions, reward and benefit and investment advisory businesses in the UK, on securing new investment from Aquiline Capital Partners LP (“Aquiline”) to support the next phase of its growth.

The investment, subject to regulatory requirements, will see Exponent, which has supported Isio from its carve out from KPMG in March 2020, exit its investment in the business.

Isio launched to challenge the status quo in pensions, benefits and investment advisory.  It has experienced significant growth over the past four years, more than doubling revenue, profit and headcount, and now employs 1,200 people across 10 UK offices.

The new investment from Aquiline, which has deep experience in the global retirement and wealth management services sectors, will support Isio to continue its ambitious growth trajectory with a focus on delivering value for clients through innovation.

Liberty advised the 40+ strong Partner group of Isio, led by Andrew Coles, CEO, on all aspects of their continued investment in Isio.


Mick and the team have given wise advice and counsel from our original carve out and now through our continued investment in Isio. The Liberty team have always been on hand to support us with practical, timely and pragmatic advice bringing their wide experience to the discussion.

Andrew Coles
Chief Executive of Isio

Andrew and his team have delivered significant growth over the past four years alongside successfully navigating the carve out of the business, new brand launch and notable acquisitions. It has been great to see and we are delighted to have advised the team again on this significant milestone for Isio.

Michael McDonagh
+44 (0) 7715 705 000