Acted as lead adviser to Lorega Holdings Limited on the sale of the business to The Ardonagh Group
Ìý
July 2022Ìý|ÌýNot disclosed
insights
Finance Services
SPF Private Clients
Acted as lead financial advisor to the shareholders of SPF Private Clients on the sale to Howden Broking Group
Ìý
April 2022Ìý|ÌýNot disclosed
insights
Finance Services
Ageas Group
Advised Ageas Group on the disposal of its commercial lines insurance business to AXA
Ìý
February 2022Ìý|Ìý£47.5 million
insights
Finance Services
Van Lanschot Kempen N.V
Advised Van Lanschot Kempen N.V. on their exit of Global Property Research BV to Solactive AG
Ìý
December 2021Ìý|ÌýNot disclosed
insights
Finance Services
The Progeny Group
Acted as lead financial advisor to The Progeny Group on the sale of the business to Further Global Capital Management
Ìý
October 2021Ìý|ÌýNot disclosed
insights
Finance Services
Usay Group
Acted as lead advisor on the sale of Usay Group to The Ardonagh Group
Ìý
September 2021Ìý|ÌýNot disclosed
insights
Finance Services
Kinnell Holdings
Acted as lead advisor on the sale of insurance group, Kinnell Holdings, to private equity backed Accelerant Holdings
Ìý
May 2021 |ÌýNot disclosed
insights
Finance Services
Interactive Investor
Acted as lead advisor to Interactive Investor on the sale of its stakeholder CTF portfolio to OneFamily
Ìý
Ìý
May 2021 |ÌýNot disclosed
insights
Finance Services
LSL Property Services plc
Acted as lead advisor to LSL Property Services plc on the formation of the "Pivotal Growth" Joint Venture with Pollen Street Capital
Ìý
May 2021 |ÌýNot disclosed
insights
Finance Services
CLS Risk Solutions
Acted as financial advisor to CLS Risk Solutions on the sale of the business to Specialist Risk Group
Ìý
March 2021 |ÌýNot disclosed
insights
Finance Services
Butterworth Spengler
Acted as lead advisor on the sale of insurance broker Butterworth Spengler to Synova private equity backed J M Glendinning
Ìý
March 2021 |ÌýNot disclosed
insights
Finance Services
Aegon
Acted as financial advisor to Aegon on the disposal of Stonebridge International Insurance Limited to the Embignell Group
Ìý
February 2021Ìý|ÌýNot disclosed
insights
Finance Services
Packetts
Acted as financial advisor to Packetts on the sale of the business to Jensten Group
Ìý
February 2021Ìý|ÌýNot disclosed
insights
Finance Services
Bollington Wilson Group
Acted as financial advisor to Inflexion Private Equity on their exit of UK insurance broker Bollington to Arthur J Gallagher Inc.
Ìý
JanuaryÌý2021Ìý|ÌýNot disclosed
insights
Finance Services
Fiske plc
Acted as financial advisor to Fiske plc on the sale of its Euroclear shares to Julius Baer
Ìý
November 2020Ìý| Undisclosed
insights
Finance Services
Canaccord Genuity
Acted as financial advisor to Canaccord Genuity on the sale of its Euroclear shares to Bank J. Safra
Ìý
November 2020Ìý| Undisclosed
insights
Finance Services
Safeonline
Acted as financial adviser to Howden on the acquisition of Safeonline LLP
Ìý
November 2020Ìý| Undisclosed
insights
Finance Services
Ross Trustees
Acted as financial advisor to LDC on the investment in Ross Trustees
Ìý
November 2020Ìý| Undisclosed
insights
Finance Services
Schroders
Acted as financial advisor to Schroders on the sale of its Euroclear shares to Bank J. Safra
Ìý
November 2020Ìý| Undisclosed
insights
Finance Services
Interactive Investor
Acted as financial advisor to Interactive Investor on the sale of the businesses child trust fund portfolio to One Family
Ìý
October 2020Ìý|ÌýNot disclosed
insights
Finance Services
Adrisa
Acted as financial advisor to Howden on the acquisition of Adrisa
Ìý
October 2020Ìý| Undisclosed
insights
Finance Services
JM Glendinning
Acted as financial advisor to Synova on the acquisition of a majority stake in JM Glendinning Group Limited
Ìý
October 2020Ìý| Undisclosed
insights
Finance Services
Simplyhealth
Acted as financial advisor to Simplyhealth on the sale of The Animal Healthcare Company to Premier Veterinary Group
Ìý
August 2020Ìý| Undisclosed
insights
Finance Services
Watson Laurie
Acted as financial advisor to Watson Laurie on the sale of the business to Bollington Wilson
Ìý
August 2020Ìý| Undisclosed
insights
Finance Services
Quintes Holding B.V.
Acted as lead advisor to the shareholders of Dutch insurance broking group, Quintes Holding B.V., on the sale of the company to Aquiline Capital Partners
Ìý
July 2020Ìý| Undisclosed
insights
Finance Services
Interactive Investor
Acted as financial advisor to Interactive Investor on the sale of its Euroclear shares to Julius Baer
Ìý
June 2020Ìý| Undisclosed
insights
Finance Services
Axis Bank UK
Acted as financial advisor to Axis Bank UK on the sale of a buy-to-let portfolio to Morgan Stanley
Ìý
June 2020Ìý| Undisclosed
For more information on deals in the Financial Services sector, please contactÌýMark Flenner.
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