Moorcrofts has recently advised the shareholders of Reading based Dynamic Planner on a significant capital investment by FPE Capital LLP, a leading software focused private equity growth firm. 

The investment backs the management team to accelerate the delivery of Dynamic Planner’s growth plans across the UK and Europe.

Moorcrofts’ corporate partner, William Pearce, led the transaction with support from Mohsin Shabbir and Adam Forder (corporate associate solicitors), Peter Vass (technology solicitor), Julia Ferguson (commercial property partner), Lindsey Abbott (employment associate solicitor) and Nouara Mokrane (corporate paralegal).

Established in 2003, Dynamic Planner has grown rapidly to become a leading provider of a risk based financial planning system. The SaaS platform serves almost 40% of wealth advice firms and over 150 asset managers, profiling over £250 billion of assets. Dynamic Planner is a well-renowned name in the industry and, as a result, it expects its annual recurring licence revenues to exceed £10m this year.

William Pearce said:

“We have worked with Dynamic Planner for many years and are delighted to have been able to support them in this exciting transaction.  We are sure that Dynamic Planner will go from strength to strength and we wish Ben and his team all the best moving forward at this exciting time for the Company.”

Ben Goss, Dynamic Planner CEO, said:

“The investment from FPE Capital LLP allows us to progress our industry for the better and take Dynamic Planner to the next level in the UK and internationally. It is the culmination of an intensive process to find the right institutional investor partner for our business, and we thank Will and the Moorcrofts team for their assistance and professional support throughout.”

FPE Capital LLP was advised by Stephenson Harwood LLP.

Deloitte LLP provided corporate finance advice to the shareholders.

Moorcrofts regularly acts for buyers, sellers and investors across a broad range of industry sectors. With a wide array of clients, from PLCs and household names to sole traders and partnerships, Moorcrofts has the expertise to advise on all aspects of corporate transactions. For more information about Moorcrofts corporate services, visit our corporate services page or contact a member of the corporate team.