Leading independent M&A adviser in the financial services industry

Independence
Independent advisory firm owned by its partners since 1992, offering conflict-free advice on the sale of UK financial services businesses
Experience
Senior-level attention from our partners whose experience has been gained at leading global investment banks and within the financial services industry
Unmatched Knowledge
Unmatched granular knowledge of UK and overseas financial services companies to deliver high-quality bespoke processes offering the fullest range of options
Focus
Focus on discreet confidential processes to maximise value for our clients who are private individuals, corporates and private equity firms

Our Transactions

Clicking moves left
Advice to Portus Consulting

on the sale to Aon plc

July 2017
Advice to Aquila Underwriting

on the sale of Vectura Underwriting to Nexus Group

June 2017
Advice to C. Hoare & Co.

on the sale of its investment dealing and custody business

March 2017
Advice to CBC UK Limited

on the management buyout of the business

February 2017
Advice to FC Exchange

on its sale to Global Reach Partners, backed by Inflexion Private Equity

August 2016
Advice to Rowanmoor Group

on its sale to Embark Group

July 2016
Advice to John Holman & Sons

on its sale to Insurance Holdings Limited

April 2016
Advice to Lorega

on its sale to management, backed by Alcuin Capital Partners

February 2016
Advice to ERS

on the sale of three brands to RCIB

January 2016
Advice to Professional Fee Protection

on the sale of a majority shareholding to CBL Corporation

December 2015
Advice to Thomas Miller

on the acquisition of a majority shareholding in Osprey Holdings

December 2015
Advice to Lonham Limited

on the sale of the company to Chaucer

December 2015
Advice to Consilium Employee Benefits

on the sale of the business to Chase Templeton

November 2015
Advice to SME Insurance Services

on its sale to Marsh

August 2015
Advice to Aston Scott Group

on its management buyout funded by Bowmark Capital

May 2015
Advice to NPA Insurance Broking Group Limited

on its sale to Integro Ltd

April 2015
Advice to Syscap Holdings Ltd

on its sale to Wesleyan Assurance Society

February 2015
Advice to Stackhouse Poland Holdings Ltd

on the management buyout funded by Synova Capital

December 2014
Advice to HgCapital LLP

on the buy-out of A-Plan from Equistone Partners

December 2014
Advice to the directors and shareholders of GAB Robins

on its sale to Crawford & Company

December 2014
Advice to the directors of Aro Underwriting

on the introduction of a new investor, The Heritage Group, in the company

October 2014
Advice to Thomas Miller Investment

on the aquisition of Broadstone Wealth Management Ltd

September 2014
Advice to Skipton Building Society

on the sale of The Private Health Partnership to Punter Southall Group

July 2014
Advice to Oval Group

on the sale of its financial services division to AJ Gallagher (UK) Ltd

April 2014
Advice to Bowmark Capital

on the aquisition of iprism Underwriting Agency Limited

March 2014
Advice to the directors and shareholders of R3: Financial Services Group

on its sale to Police Mutual

February 2014
Advice to American Express

on the sale of Interactive Transaction Solutions Limited to its management

January 2014
Advice to the Directors of Markerstudy

on the acquisition of Capita's insurance distribution activities

November 2013
Advice to the Directors of Ellis Bates Group

on the sale of Ellis Bates Insurance Brokers Limited to Towergate

July 2013
Introduction to Digital Animal Limited

in connection with its social media technology enabling fundraising

March 2013
Advice to the Directors of Mercater Capital Management

on the sale of the business to Saltus Fund Management

November 2012
Advice to Yorkshire Building Society

on the sale of the business of Norwich and Peterborough Insurance Brokers to Towergate Partnership Ltd

November 2012
Introduction to investment manager

in connection with the transfer of the discretionary portfolio business to Brompton Asset Management

November 2012
Advice to the directors and shareholders of Schneider Foreign Exchange

on its sale to Monex Group

July 2012
Advice to Cobra Holdings PLC

on the sale of COBRA Corporate Solutions Ltd to its management

November 2011
Advice to the Directors of RL Davidson & Co.

on the sale of its UK Motor & Commercial London Market operations to Miles Smith Ltd

November 2011
Advice to the shareholders of Sutton Meears & Co Limited

on its sale to Stackhouse Poland Limited

November 2011
Advice to Cobra Holdings PLC

on the sale of certain insurance broking operations to Aston Scott Group plc

September 2011
Advice to the directors and shareholders of Meridian Investment Consultancy

on its sale to P-Solve Investments

April 2011
Advice to the directors and shareholders of Border Asset Management

on its sale to Principal Investment Management

February 2011
Advice to the directors of JB Insurance Brokers Limited

on the sale of its business to Aston Scott Group plc

December 2010
Advice to the shareholders of Axco Information Services Limited

on its sale to Wilmington Group plc

September 2010
Advice to the shareholders of Andersen Charnley Limited

on its sale to Collins Stewart plc

June 2010
Advice to Mosaic Private Equity and the shareholders of Fish Administration Holdings Limited

on its sale to Inflexion Private Equity

June 2010
Advice to the directors of C J Coleman Group

on the sale of Croton Stokes Wilson Ltd to management

December 2009
Advice to the shareholders of Crowe Livestock Underwriting Ltd

on its sale to Amlin PLC

November 2009
Advice to the shareholders of Cavendish Young Limited

on its sale to Merchant Securities PLC

September 2009
Advice to the principal shareholder of Wilby Limited

on the sale of a controlling interest to management

August 2009
Advice to the shareholders of Preferential Group Limited

on its sale to The Collinson Group Limited

June 2009
Advice to the shareholders of SBP Group Limited

on its sale to Giles Holdings Limited

November 2008
Advice to the shareholders of E.B. Consultants Limited

on its sale to SBJ Group Limited, part of AXA

November 2008
Advice to the management of Berkeley Burke Group Limited

on the sale of a controlling interest in Berkeley Burke (UK) Limited to its management

October 2008
Advice on the sale of Griffiths & Armour (Financial Services) Limited

on its sale to Charles Stanley Group Plc

October 2008
Advice to the shareholders of City Assurance Consultants Ltd

on its sale to Punter Southall Group Ltd

August 2008
Advice to the shareholders of HWS Holdings Limited

on its sale to Jardine Lloyd Thompson Group plc

June 2008
Advice to the shareholders of Cavendish Property Investments Ltd

on its sale to Country Gentlemen’s Association

June 2008
Advice to the shareholders of Astaire & Partners Ltd

on its sale to Blue Oar Plc

June 2008
Advice to the shareholders of Argyll Insurance (Holdings) Ltd

on its sale to Jelf Group plc

April 2008
Advice to the shareholders of Plan Invest Group Limited

on its sale to Yorkshire Investment Group

April 2008
Advice to the shareholders of Watterson Wealth Management Ltd

on its sale to Axa Insurance UK Plc

February 2008
Advice to the shareholders of PWS Holdings Plc

on the sale of assets and goodwill to THB Group plc

January 2008
Advice to the shareholders of FMW Risk Services Ltd

on its sale to Oval Ltd

December 2007
Advice to Marsh UK Group Ltd on the sale of the assets and business of

to Simplyhealth Group Ltd

November 2007
Advice to the shareholders of Talbot Insurance Brokers Ltd and Talbot Financial Services Ltd

on the sale to Venture Preference Ltd

November 2007
Advice to the shareholders of Castlebank Insurance Brokers Limited

on its sale to Venture Preference Ltd

November 2007
Advice to the shareholders of Aspen (Actuaries & Pension Consultants) plc

on its sale to The Capita Group Plc

September 2007
Advice to the shareholders of Keith Johnson & Co. Ltd

on its sale to Oamps Ltd

September 2007
Advice to the shareholders of Allied Cedar Insurance Group Ltd

on its sale to Amlin plc

July 2007
Advice to the shareholders of Roland Smith Ltd

on its sale to Police Mutual Assurance Society

July 2007
Advice to the shareholders of Quadrant Caldwell Drake Ltd

on its sale to Friends Provident Plc

June 2007
Advice to the shareholders of Garrison Investment Analysis Ltd

on its sale to Charles Stanley Group Plc

June 2007
Advice to the shareholders of Express Insurance Services Ltd

on its sale to Kwik-Fit Insurance Services Ltd

June 2007
Advice to the shareholders of Williamson Moore Ltd

on its sale to Oval Ltd

May 2007
Advice to the shareholders of PetPartners plc

on the sale to Agria djurförsäkring

April 2007
Advice to the directors of C J Coleman Group

on the sale of Corrie & Partners to management

March 2007
Advice to the shareholders of SPS Wellbeing Limited

on its sale to Jelf Group plc

January 2007
Advice to the shareholders of Harmans Limited

on its sale to R3 Group Limited

November 2006
Advice to Bridgepoint and other shareholders of Opus Consulting Holdings Ltd

on its sale to Punter Southall Group Ltd

November 2006
Advice to the shareholders of Agency Underwriting Ltd

on its sale to The Towergate Partnership Ltd

October 2006
Advice to the shareholders of EDIS Partnerships Ltd

on its sale to Northgate Information Solutions

October 2006
Advice to the shareholders of Mobile Money Ltd

on its sale to Central Trust plc

August 2006
Advice to the shareholders of ghbc Ltd

on its sale to The Towergate Partnership Ltd

July 2006
Advice to HWS Holdings Ltd

on the sale of its majority stake in BDB Ltd to the Management

February 2006
Clicking moves left

M&A Commentary Mar, 2017

Insurance
March sprang into action with a series of material transactions. ... Read more
Investment
Standard Life and Aberdeen Asset Management announced that they had ... Read more
Lending
The month concluded with two high-profile announcements: Firstly, UK ... Read more
Financial Support Services
Insurance technology was busy in March. The Travelers Companies ... Read more