PCB Partners acted as buy-side advisor to Pi Partnership on the acquisition of Align Pensions, a leading independent trustee firm based in Manchester.

This strategic decision reflects Pi’s commitment to expand further in the UK and to focus on providing an independent voice in professional trusteeship, with our support for the Align team in the Manchester area helping build upon their success to date.

Sharing the same focus on delivering the very highest standards of service to our clients, in maintaining independent ownership and in supporting the people.

The Align team brings a wealth of expertise and skill, and by combining the strengths of both organisations, they are well-positioned to build upon the service for the future, whether you seek innovative technologies, specialist pension expertise or strategic insights.

Simone Lavelle, CEO Pi Partnership commented:

‘PCB Partners has advised us in the acquisition of a trustee company. Throughout the entire process, Brett’s approach to the acquisition showed great experience in the complexities in such transactions and supported us throughout. He led us with clarity, professionalism and building positive working relationships between the parties. He introduced discipline in the negotiation process – always prioritizing constructive dialogue and keeping all parties on track towards a successful outcome.’