IMAS acted as the exclusive financial adviser to Murray Asset Management Limited (MAM) on its sale to Investec Wealth & Investment, which will acquire 100% of MAM, subject to FCA approval. MAM is an Edinburgh-based wealth management business which provides…

IMAS acted as the exclusive financial adviser to Booking Protect Limited (“Booking Protect”) on the sale of the business to Cover Genius Holdings Pty Limited (“Cover Genius”). Booking Protect is the leading global refund protection specialist, protecting bookings of any…

IMAS acted as the exclusive financial adviser to Metis Wealth Limited and Metis Asset Management Limited (Metis) on their sale to Hurst Point Group (HPG), which will acquire 100% of Metis, subject to FCA approval. HPG is supported by funds…

Established in 1975, ProAktive is one of the most successful regional brokers in the UK with an enviable reputation in South Yorkshire. It provides a range of insurance and risk management services to a local and national client base of…

IMAS acted as the exclusive financial adviser to Gore Browne Investment Management Limited (GBIM) on its merger with Hawksmoor Group Limited (Hawksmoor), a member of the Hurst Point Group (HPG), which will acquire 100% of GBIM, subject to FCA approval….

IMAS acted as the exclusive financial adviser to the Building Validation Solutions Group of Companies (“BVS”) on the sale of the business to Davies Group. Established in 2010, BVS is the leading provider of tech-enabled, end-to-end property and subsidence claims…

IMAS acted as the exclusive financial adviser to PSP Insurance and Financial Solutions (“PSP”) on the sale of the business to AssuredPartners Holdings Limited (“AssuredPartners”). Established in 1981, PSP is one of the largest insurance brokers in the South West…

IMAS acted as the exclusive financial adviser to the MD Group on its sale to HSB (UK).

IMAS acted as the exclusive financial adviser to Manchester Underwriting Agencies Limited (“Manchester Underwriting”) on the sale of the business to Gallagher Holdings (UK) Limited (“Gallaghers”). Manchester Underwriting (or ‘MUM’) is a multi-class, full-service underwriting agency based in the UK….

IMAS acted as the exclusive financial adviser to JRT Insurance Brokers on the sale of the business to PIB Group.

  IMAS acted as the exclusive financial adviser to Mattioli Woods plc on its acquisition of Ludlow Wealth Management Group Limited for a maximum consideration of up to £43.5m. Ludlow Wealth Management is one of the largest independent providers of…

IMAS acted as the exclusive financial adviser to Nowell & Richards Insurance Services Limited (“Nowell & Richards”) on the sale of the business to J.M. Glendinning (Insurance Brokers) Limited (“J.M Glendinning”). Nowell & Richards is a leading independent high-net-worth and…