HURST Corporate Finance helps secure next chapter for Organon Trustees with K3 deal

Organon provides bespoke solutions, including self-invested personal pensions (SIPPs) and small self-administered schemes (SSASs), to professional advisers and their clients across the UK.

The Stockport-based business is known for its highly personalised approach, deep technical expertise and a strong focus on trustee governance, quality and long-term client relationships.

Its acquisition by K3 marks an important milestone for Organon, providing a platform from which to develop its offering while continuing to deliver an independent, client-focused service.

Our team supporting Organon throughout the transaction comprised Nigel Barratt, Matthew Taylor and Abigail Kelly, who helped maintain momentum, manage deal complexity and deliver a successful completion.

A key area of value was helping to clearly position the strategic rationale for the acquisition, while also supporting both parties through a number of technical financial considerations as the deal progressed.

Organon continues to be led by founders Adrian McKinnell and Marc Gwynne.

Adrian said: “We have built Organon Trustees around a commitment to high-quality, personalised service and long-term relationships with our clients and adviser network.

“Joining K3 Advisory Group allows us to continue that approach, while benefiting from the broader capabilities and scale of the group.

“We see strong alignment in how we operate and a clear opportunity to grow the business over the coming years.”

He added: “We were extremely pleased with the support that we received from the corporate finance team at HURST.