Max Matthiessen

Max Matthiessen is one of the leading financial advisors within pensions, insurance and investment in the Nordic region. The company was founded in 1889 and has been active in the insurance sector for more than 130 years.

Company Background

• Comprehensive offering combining advice, analysis, administration and procurement of pension and insurance solutions with advice within savings, investment advisory and asset management.
• Strong Nordic footprint in about 45 locations in Sweden, Denmark and Norway.
• Transformative industry driven by tech advances and product development with an increasing focus on sustainability, transparency and regulation.
  
  

Vision & Outlook

• Drive expansion and innovation by supporting Max Matthiessen’s growth into new markets, enhancing its customer offering, and positioning it for the next phase of sustainable development and innovative solutions.
• Maximise the company’s potential by accelerating growth through scaling its platform, modernising its product, and strategically investing in talent.
• Increase the availability of and commitment to sustainable options and savings helping employers, entrepreneurs and individuals to access high-quality financial services and better manage their pensions.
• Deliver future-ready life and pension products for businesses and their employees. Advise on and deliver comprehensive general insurance products to help businesses mitigate risk and protect critical assets.
  
  

Highlights & Updates

• Nordic Capital IX initially invested in Max Matthiessen in 2020. In November 2024, a joint acquisition by Ontario Teachers’ Pension Plan (“Ontario Teachers’”), a major global institutional investor, and Nordic Capital XI was announced to drive further growth and expansion of the company. The transaction was completed in April 2025.
• During 2020-2024, Max Matthiessen made 38 acquisitions, significantly expanding its market presence.
• Expanded into Denmark and Norway, broadening its geographical footprint and client reach.
• Increasing its corporate client base to over 18,000 clients, reflecting robust growth and trust in its services.
• Focus on commercial excellence and broadening the product offering and platform.
• Differentiated ESG offering - strengthening of its options within sustainable funds.