Deal news: sale of BBS Consultants & Actuaries to Broadstone

Deal news: sale of BBS Consultants & Actuaries to Broadstone

Stevens & Bolton advises healthcare developer on new property in Epsom

Stevens & Bolton has advised the shareholders of BBS Consultants & Actuaries Limited (BBS) on its sale to Broadstone, one of the UK’s leading employee benefits and pensions consulting businesses.

As a specialist firm of workplace pensions consultants, actuaries, investment advisers and administrators, Bristol-based BBS looks after around 250 clients with some £5bn of assets under management. This strategic acquisition for Broadstone adds significant scale in actuarial consulting, investment consulting and pensions administration services.

Lead S&B partner Richard Baxter commented: “BBS is an extremely high quality business, and it was a great pleasure to work with its management team to help deliver a great deal for all concerned.”

James Stanfield, Chairman of BBS commented: “We cannot commend the S&B team highly enough. As well as corporate advice we needed support from a number of other specialists and everyone worked together seamlessly. Demanding timescales were met and budgets adhered to. Our expectations were exceeded by the whole team and Richard’s extensive experience and calm and measured approach ensured we achieved our objectives

The Stevens & Bolton team was led by corporate partner Richard Baxter, supported by Bethany Roser, Mary Liu and Zara Matthews (corporate), Daryl Rivero and Katie Green (real estate), Rebecca Berry (employment),  Kate Schmit and Melanie Shone (corporate tax), Beverley Flynn and Charles Maurice (data protection/GDPR), Tom Lingard (IP) and Gabrielle Holgate (pensions).

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