IMAS acted as the exclusive financial adviser to Mobius Life on its agreed sale by Souter Investments and Manfield Partners to Phoenix Equity Partners and the management team.
March 2019
Business Sale
IMAS acted as the exclusive financial adviser to Highworth Insurance in respect of the sale of the business to Aston Lark
March 2019
Business Sale
IMAS advised Thomas Miller Investment on the sale of its private client business to Canaccord Genuity Wealth Management
January 2019
Business Sale
IMAS acted as the exclusive financial adviser to CS Financial Solutions on the sale of the company to Broadstone.
December 2018
Business Sale
IMAS acted as the sole financial adviser to Risk Solutions Group and Pii on its sale to Stackhouse Poland Group.
Client
Acquirer
December 2018
Business Sale
IMAS acted as the sole financial adviser to Risk Solutions Group Limited (“RSG”) and its subsidiary Property Insurance Initiatives Limited (“Pii”) on its sale to Stackhouse Poland Group.
Pii is a real estate insurance specialist, established in 2012 and comprises a team who are able to advise on all aspects of property risk, including property owners, terrorism, construction risks, legal indemnity policies, and warranty and indemnity insurance as well as having a key interest in environmental risk insurance.
Brett Sainty, CEO of Pii, said: “Stackhouse Poland is a respected contributor to the UK insurance market, and combining our propositions is a natural fit. The acquisition is an important part of our growth strategy, allowing us to compete at the top of the market on a greater scale.”
Stackhouse Poland is a leading Private Client and specialist Commercial broker. It has a stated objective to grow organically and also through the acquisition of likeminded businesses specialising in the same sectors namely, Private Client, Real Estate, Professional Risks, Marine, Commercial and SME, Community and Private Health & Protection.
IMAS was retained to advise on a transaction that maximised value for RSG while providing Pii’s management team with an environment in which they could continue to develop and progress their careers. This included conducting a targeted and competitive process and assisting the company in developing robust earnings and balance sheet modelling, as well as providing detailed advice on a wide range of commercial and technical points in the negotiations.
IMAS acted as the exclusive financial adviser to Neos on its sale to Aviva plc
November 2018
Business Sale
IMAS acted as exclusive financial adviser to Mobius Life in the sale of its bundled group pension business.
July 2018
Business Sale
IMAS acted as the sole financial adviser to Wheatley Wright Insurance Services Limited and Online Risk Solutions Limited (“WWGroup”) on their sale to PIB Group Limited. Wheatley Wright Group specialise in the construction sector and has approximately 30 employees. Having…
May 2018
Business Sale
IMAS advises Fresh Insurance on its sale to Vantage / NSM Insurance Group
April 2018
Strategic Acquisitions
IMAS initiated the acquisition of Honour Point by Stackhouse Poland
Client
Target
April 2018
Strategic Acquisitions
IMAS initiated the acquisition of Honour Point, a Birmingham-based corporate insurance broker and risk management consultant, by Stackhouse Poland for an undisclosed sum. Established in 1996, Honour Point serves mid to large corporate and global clients in the publishing, arts, heritage property and charity sectors.
IMAS acted as the exclusive financial adviser to Wilby on its sale to PIB Group
November 2017
Capital Raise
IMAS acted as the exclusive financial adviser to Centtrip on its Series A capital raise
Client
November 2017
Capital Raise
Centtrip is an award-winning foreign exchange, payments and digital banking solutions provider for corporates and private clients, offering bespoke solutions for specific industry sectors including music and marine. IMAS provided advice on the preparation and marketing of the transaction and the company’s options in relation to the capital raise, including advice on alternative investors and proposals received.
