Financial Services Corporate Finance Deals

Advised Longevity Partners on strategic investment from Leon Capital and Nuveen's private equity impact team

October 2024 | Not disclosed

Advised HLPartnership on its strategic investment from BetterHome

September 2024 | Not disclosed

Advised Coventry Building Society on the acquisition of The Co-operative Bank Holdings
 

May 2024 | £800m

Acted as sole M&A adviser to ICG on its investment in Staysure Group

April 2024 | Not disclosed

Advised the shareholders of Mercury Partners Holding B.V. on the sale of the business to Global Gruppe

November 2023 | Not Disclosed

Advised the shareholders of Lifesure on the sale of the business to Arthur J. Gallagher & Co.

September 2023 | Not Disclosed

Acted as lead financial adviser to McMillan Shakespeare on the divestment of its UK businesses

August 2023 | Not Disclosed

Advised Cigna Europe Insurance Company on the disposal of its UK dental insurance portfolio to Unum

July 2023 | Not Disclosed

Acted as lead financial advisor to Mutual Financial Management and MFDM on the sale to Wren Sterling

May 2023 | Not disclosed

Acted as lead financial advisor to N&W Investments on the sale of the business to Ardonagh Group

April 2023 | Not disclosed

Advised Oculus Wealth Management on the sale of a majority stake in the business to Benchmark Capital

March 2023 | Not disclosed

Acted as lead advisor to Independent Trustee Services Limited on its merger with Ross Trustees

February 2023 | Not disclosed

Advised Banque Pictet & Cie SA on the sale of its stake in Euroclear to Caisse des Dépôts et Consignations

July 2022 | €71m

Acted as lead adviser to Lorega Holdings Limited on the sale of the business to The Ardonagh Group

July 2022 | Not disclosed

Acted as lead financial advisor to the shareholders of SPF Private Clients on the sale to Howden Broking Group

April 2022 | Not disclosed

Advised Ageas Group on the disposal of its commercial lines insurance business to AXA

February 2022 | £47.5 million

Advised Van Lanschot Kempen N.V. on their exit of Global Property Research BV to Solactive AG

December 2021 | Not disclosed

Acted as lead financial advisor to The Progeny Group on the sale of the business to Further Global Capital Management

October 2021 | Not disclosed

Acted as lead advisor on the sale of Usay Group to The Ardonagh Group

September 2021 | Not disclosed

Acted as lead advisor on the sale of insurance group, Kinnell Holdings, to private equity backed Accelerant Holdings

May 2021 | Not disclosed

Acted as lead advisor to Interactive Investor on the sale of its stakeholder CTF portfolio to OneFamily
 

May 2021 | Not disclosed

Acted as lead advisor to LSL Property Services plc on the formation of the "Pivotal Growth" Joint Venture with Pollen Street Capital

May 2021 | Not disclosed

Acted as financial advisor to CLS Risk Solutions on the sale of the business to Specialist Risk Group

March 2021 | Not disclosed

Acted as lead advisor on the sale of insurance broker Butterworth Spengler to Synova private equity backed J M Glendinning

March 2021 | Not disclosed

Acted as financial advisor to Aegon on the disposal of Stonebridge International Insurance Limited to the Embignell Group

February 2021 | Not disclosed

Acted as financial advisor to Packetts on the sale of the business to Jensten Group

February 2021 | Not disclosed

Acted as financial advisor to Inflexion Private Equity on their exit of UK insurance broker Bollington to Arthur J Gallagher Inc.

January 2021 | Not disclosed

Acted as financial advisor to Fiske plc on the sale of its Euroclear shares to Julius Baer

November 2020 | Undisclosed

Acted as financial advisor to Canaccord Genuity on the sale of its Euroclear shares to Bank J. Safra

November 2020 | Undisclosed

Acted as financial adviser to Howden on the acquisition of Safeonline LLP

November 2020 | Undisclosed

Acted as financial advisor to LDC on the investment in Ross Trustees

November 2020 | Undisclosed

Acted as financial advisor to Schroders on the sale of its Euroclear shares to Bank J. Safra

November 2020 | Undisclosed

Acted as financial advisor to Interactive Investor on the sale of the businesses child trust fund portfolio to One Family

October 2020 | Not disclosed

Acted as financial advisor to Howden on the acquisition of Adrisa

October 2020 | Undisclosed

Acted as financial advisor to Synova on the acquisition of a majority stake in JM Glendinning Group Limited

October 2020 | Undisclosed

Acted as financial advisor to Simplyhealth on the sale of The Animal Healthcare Company to Premier Veterinary Group

August 2020 | Undisclosed

Acted as financial advisor to Watson Laurie on the sale of the business to Bollington Wilson

August 2020 | Undisclosed

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

July 2020 | Undisclosed

Acted as financial advisor to Interactive Investor on the sale of its Euroclear shares to Julius Baer

June 2020 | Undisclosed

Acted as financial advisor to Axis Bank UK on the sale of a buy-to-let portfolio to Morgan Stanley

June 2020 | Undisclosed