• April 2017
    Charles Stanley sells pension administration business

    Charles Stanley Group PLC has exchanged contracts for the sale of its SIPP and SSAS business, EBS Management PLC (EBS) to Embark Group. Charles Stanley Group PLC has exchanged contracts for the sale of its SIPP and SSAS business, EBS ...

  • March 2017
    Salamanca Group Trust & Fiduciary acquired in management buyout

    Salamanca Group Trust & Fiduciary (SGTF) is a global Trust and Multi-Family Office firm that serves international families with cross-border assets. Salamanca Group Trust & Fiduciary (SGTF) is a global Trust and Multi-Family ...

  • September 2016
    SFS Group AG acquires Ncase.

    SFS Group AG, a listed Swiss manufacturer of precision fastening components, has announced its acquisition of Ncase Limited, a leading supplier of rainscreen cladding support systems in the UK. SFS Group AG is headquartered in ...

  • April 2016
    Sale of leading financial planning firm Baigrie Davies to Standard Life.

    Standard Life’s national financial planning arm 1825 has entered into an agreement to acquire Baigrie Davies, a leading financial planning firm based in London. Baigrie Davies was established by Tom Baigrie and Arthur Davies in 1989 ...

  • March 2016
    R&Q sells specialist MGA Synergy to Plum Underwriting.

    Randall & Quilter has completed the sale of the business of Synergy Insurance Services (UK) Limited, a specialist Managing General Agent (MGA) providing a range of bespoke personal high net worth products. R&Q determined that ...

  • broadstone
    January 2016
    Livingbridge to acquire employee benefits adviser Broadstone.

    Livingbridge, a leading mid-market private equity house, is to acquire Broadstone Corporate Benefits and Broadstone Risk & Healthcare from Oakley Capital. Broadstone provides pensions, employee benefits, actuarial and investment ...

  • dpas dental plans
    September 2015
    Dental plan provider DPAS acquired by Wesleyan.

    Wesleyan, the specialist financial services provider, acquired DPAS, a major provider of practice-branded dental plans. The Birmingham business already operated Shropshire-based Practice Plan. It bought DPAS in order to strengthen its ...

  • r and q
    March 2015
    Hiscox Acquisition of Randall & Quilter Marine Services MGA.

    Randall & Quilter completed the sale of R&Q Marine Services, a specialist yacht and marine trades Managing General Agent (MGA) to Hiscox Ltd. As a Lloyd’s coverholder, R&Q Marine Services underwrites on behalf of leading ...

  • pearson jones
    March 2015
    Standard Life acquisition of Pearson Jones from Skipton Building Society for an undisclosed sum.

    Skipton Building Society entered into an agreement to sell its financial advice business Pearson Jones plc. to Standard Life plc. Under Skipton Building Society’s ownership, Pearson Jones has grown to become a well-established firm in ...

  • broadstone
    December 2014
    Oakley Capital Private Equity sale of its wealth management business Broadstone Wealth Management to Thomas Miller.

    Thomas Miller acquired the wealth management business of Broadstone, a leading corporate benefits adviser backed by Oakley Private Equity. Broadstone used the proceeds to develop the capabilities of its core business. Based in London ...

  • sportscover underwriting
    November 2014
    Acquisition of Sportscover Underwriting Limited by Hamilton Insurance Group.

    Hamilton Insurance Group entered into a share purchase agreement to acquire Sportscover Underwriting Limited, a Lloyd’s managing agent, which manages Syndicate 3334 and Kinetic Insurance Brokers, a Lloyd’s insurance broker. ...

  • torquil clark
    September 2014
    Bellpenny wealth manager purchased Torquil Clark Holdings Limited from Skipton Building Society.

    This followed a period of six years in which Skipton established and grew Torquil Clark to become a leader in the provision of financial advice to high net worth clients. Based in Wolverhampton and Carnforth, Torquil Clark manages and ...

  • wunelli
    May 2014
    Wunelli, telematics data services company, sale to LexisNexis.

    LexisNexis Risk Solutions expanded its global usage-based insurance (UBI) solutions with the acquisition of Wunelli, an industry-leading telematics data services company based. Together, the companies empower insurers to leverage ...

  • oriel securities
    May 2014
    Oriel Securities takeover by Stifel Financial.

    The merger of the London operations of Stifel and Oriel will create a 250-professional mid-market investment banking group with research coverage across multiple sectors, equity and debt sales and trading and investment banking ...

  • April 2014
    Sale of Heritage Underwriting to Argo Group

    Financial advisor to Heritage Underwriting Agency, a Lloyd’s MGA specialising in global property and non-US liability risks, to Argo Group

  • March 2014
    Empyrean Re receives $150m investment from Man Group Plc

    Financial advisor to Empyrean Re, a Bermudian based reinsurer focussing on trade credit business

  • February 2014
    Conning acquires UK asset management team

    Financial advisor to Conning, a global investment management firm serving the insurance industry with $90bn AuM

  • January 2014
    Aon acquires Footman James, a specialist motor insurance broker.

    Financial advisor to Aon for its acquisition of Footman James, an insurance broker specialising in classic cars and motorcycles.

  • December 2013
    Sale of HCC’s Lloyd’s broker to Guy Carpenter

    Financial advisor to HCC for the sale of its Lloyd’s Broker, Rattner Mackenzie, to Guy Carpenter.

  • November 2013
    Sale of Skipton’s wealth business, Torquil Clark to Bellpenny.

    Financial advisor to Skipton Building Society for the sale of independent financial advisor Torquil Clark to Bellpenny.