Addleshaw Goddard advises Phoenix Equity Partners and the Mobius management team on the sale of Mobius to Motive Partners

Addleshaw Goddard has advised Phoenix Equity Partners and the Mobius management team on the sale of their shareholdings in Mobius, a leading UK pensions investment platform, to Motive Partners, a specialist private equity firm focused on financial technology businesses.

The firm had advised Phoenix Equity Partners on its original investment in Mobius in 2019 and has supported the business throughout Phoenix's ownership, culminating in this latest transaction.

The transaction comes at a time of significant change across the pensions and wealth management sectors, driven by increasing pension scheme consolidation, growing demand for private market investments and increasing demand for innovative retirement solutions.

Motive will work closely with Mobius to execute a comprehensive “value creation plan” focused on growth, innovation, and scalability. The Addleshaw Goddard team was led by Corporate partner George Danczak, supported by Leah Cairney, James McCarthy and Phoebe Liang.