December 2017LEBC Group acquires a Bristol-based IFA AspiraLEBC Holdings Limited (LEBC), a leading national Independent Financial Adviser (IFA), has acquired 100% of the share capital of Aspira Corporate Solutions Limited (Aspira). Aspira is a Bristol-based IFA founded in 2003. It employs 50 ...
November 2017Successful renegotiation of a major joint ventureHines Associates Limited advised a leading sports organisation in relation to the successful re-negotiation of a joint venture covering content production, distribution and digital business opportunities.
November 2017Aon acquires Henderson Insurance Broking GroupHines Associates Limited, the financial services specialist corporate finance firm, is delighted that Aon plc has acquired Henderson Insurance Broking Group (“Henderson”). Henderson is one of the UK’s largest independent brokers with ...
April 2017Charles Stanley sells pension administration businessCharles 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 2017Salamanca Group Trust & Fiduciary acquired in management buyoutSalamanca 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 2016SFS Group AG acquires NcaseSFS 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 2016Sale of leading financial planning firm Baigrie Davies to Standard LifeStandard 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 2016R&Q sells specialist MGA Synergy to Plum UnderwritingRandall & 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 ...
January 2016Livingbridge to acquire employee benefits adviser BroadstoneLivingbridge, 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 ...
September 2015Dental plan provider DPAS acquired by WesleyanWesleyan, 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 ...
March 2015Hiscox Acquisition of Randall & Quilter Marine Services MGARandall & 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 ...
March 2015Standard Life acquisition of Pearson Jones from Skipton Building Society for an undisclosed sumSkipton 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 ...
- December 2014Oakley 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 ...
November 2014Acquisition of Sportscover Underwriting Limited by Hamilton Insurance GroupHamilton 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. ...
September 2014Bellpenny wealth manager purchased Torquil Clark Holdings Limited from Skipton Building SocietyThis 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 ...
May 2014Wunelli, telematics data services company, sale to LexisNexisLexisNexis 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 ...
May 2014Oriel Securities takeover by Stifel FinancialThe 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 2014Sale of Heritage Underwriting to Argo GroupFinancial advisor to Heritage Underwriting Agency, a Lloyd’s MGA specialising in global property and non-US liability risks, to Argo Group
March 2014Empyrean Re receives $150m investment from Man Group PlcFinancial advisor to Empyrean Re, a Bermudian based reinsurer focussing on trade credit business
February 2014Conning acquires UK asset management teamFinancial advisor to Conning, a global investment management firm serving the insurance industry with $90bn AuM
December 2013Sale of HCC’s Lloyd’s broker to Guy CarpenterFinancial advisor to HCC for the sale of its Lloyd’s Broker, Rattner Mackenzie, to Guy Carpenter.
