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14 Jul 2022

Stephenson Harwood advises FPE Capital on Dynamic Planner investment

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Law firm Stephenson Harwood LLP has advised FPE Capital LLP, the software & services focused lower mid-market growth investor, on its investment into Dynamic Planner, a software provider to the UK wealth management sector.

This marks the second investment from FPE Fund III, the successful final close of which was announced in May at a raised hard cap of £185 million. The investment from FPE will back the current management team and help Dynamic Planner to accelerate its growth and implement its expansion plans in the UK and Europe.

Dynamic Planner serves almost 40% of UK wealth advice firms and over 150 asset managers, profiling more than £250 billion of assets via its SaaS platform.

The Stephenson Harwood team was led by private equity partner Malcolm MacDougall, who was supported by managing associate Chris Manning and associates Dafni Loizou and Elliott Dagul.

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KEY CONTACT

Malcolm MacDougall

Malcolm MacDougall
Partner

T:  +44 20 7809 2625 M:  Email Malcolm | Vcard Office:  London

MEDIA CONTACT

Rose Charteris
Communications & PR executive

T: +44 20 7809 2961 
Email Rose

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