Organon Trustees
Sale to K3 Advisory Group
HURST Corporate Finance advised Organon Trustees on its sale to K3 Advisory Group, supporting a well‑planned transition for the future.
Role
Lead AdvisorService
SellingSector
Business ServicesFounded as a specialist pensions consultancy, Organon Trustees provides bespoke self‑invested pension solutions, including SIPPs and SSASs, to professional advisers and their clients across the UK. The business is known for its highly personalised approach, deep technical expertise and strong focus on trustee governance, quality and long‑term client relationships, particularly within the self‑invested pensions market.
HURST Corporate Finance supported Organon Trustees throughout the transaction, helping to maintain momentum, manage deal complexity and achieve a successful completion. A key area of value was assisting with the clear positioning of the strategic rationale for the acquisition, while also supporting both parties through a number of technical financial considerations as the deal progressed.
Nigel Barratt, Matthew Taylor and Abigail Kelly were engaged to lead on the disposal of the business.
"We were extremely pleased to support the transaction through to completion, navigating the technical financial aspects of the deal and helping both parties achieve a strong strategic outcome aligned with their long‑term objectives."
