Söderberg & Partners Holding AB Asset Profile

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Year established

2004

Location

Stockholm Sweden

Primary Industry

Insurance

About

Founded in 2004 and based in Stockholm, Sweden, Söderberg & Partners Holding AB operates as an advisor and distributor of financial products including pension plans, fund investments, wealth management, insurance, employee benefits, and savings for individual and business clients. In June 2023, the firm's minority stake was acquired by KKR for EUR 200 million. Further Söderberg & Partners has grown through various add-on deals from September 2023 to January 2024, acquiring Dartington Wealth Management Limited, Atherton York Limited, Timothy James & Partners Ltd., Generation FS, Vintage Wealth Management Limited, PK Partnership, Fidelius Ltd.

Current Investors

TA Associates, KKR

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Primary Industry

Insurance

Sub Industries

Insurance Intermediaries, Personal Insurance

Website

www.soderbergpartners.se

Verticals

FinTech, FinTech

Company Stage

Mature

Total Amount Raised

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Financials

Fiscal Year Ended
Revenue (USD)
% Revenue Growth (YoY)
Operating Income (USD)
Operating Margin
EBITDA (USD)
% EBITDA Margin
NET Income (USD)
% Net Margin

31 Dec 2019

4,107,000,000

705,000,000

17.2%

864,000,000

21%

489,000,000

11.9%

31 Dec 2020

31 Dec 2021

31 Dec 2022

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Deals

Deals Type
Add-on
Add-on
Add-on
Add-on
Growth

Deal Status	Target (s)	Deal Date
Completed	Prosperity IFA Ltd	12 Jul 2024
Completed	Grosvenor Consultancy Ltd	12 Jul 2024
Completed	EFM Insurance & Financial Group	12 Jul 2024
Completed	HCF Partnership Limited	12 Jul 2024
Completed	Söderberg & Partners Holding AB	01 Jul 2024

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Key Contacts

Name	Position	Start Date	End Date	Vcard	Bio
	Member at Advisory Board Helsingborg						BM

BM Board Member

Name	Firm	Deal Date	Number Of Deals	Vcard
						AI LP
						AI LP

AI Active Investor LP Lead Provider

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