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Ageas Group
Advised Ageas Group on the disposal of its commercial lines insurance business to AXA
Van Lanschot Kempen N.V
Advised Van Lanschot Kempen N.V. on their exit of Global Property Research BV to Solactive AG
The Progeny Group
Acted as lead financial advisor to The Progeny Group on the sale of the business to Further Global Capital Management
Usay Group
Acted as lead advisor on the sale of Usay Group to The Ardonagh Group
Kinnell Holdings
Acted as lead advisor on the sale of insurance group, Kinnell Holdings, to private equity backed Accelerant Holdings
Interactive Investor
Acted as lead advisor to Interactive Investor on the sale of its stakeholder CTF portfolio to OneFamily
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
CLS Risk Solutions
Acted as financial advisor to CLS Risk Solutions on the sale of the business to Specialist Risk Group
Butterworth Spengler
Acted as lead advisor on the sale of insurance broker Butterworth Spengler to Synova private equity backed J M Glendinning
Aegon
Acted as financial advisor to Aegon on the disposal of Stonebridge International Insurance Limited to the Embignell Group
Packetts
Acted as financial advisor to Packetts on the sale of the business to Jensten Group
Bollington Wilson Group
Acted as financial advisor to Inflexion Private Equity on their exit of UK insurance broker Bollington to Arthur J Gallagher Inc.
Fiske plc
Acted as financial advisor to Fiske plc on the sale of its Euroclear shares to Julius Baer
Canaccord Genuity
Acted as financial advisor to Canaccord Genuity on the sale of its Euroclear shares to Bank J. Safra
Safeonline
Acted as financial adviser to Howden on the acquisition of Safeonline LLP
Ross Trustees
Acted as financial advisor to LDC on the investment in Ross Trustees
Schroders
Acted as financial advisor to Schroders on the sale of its Euroclear shares to Bank J. Safra
Interactive Investor
Acted as financial advisor to Interactive Investor on the sale of the businesses child trust fund portfolio to One Family
Adrisa
Acted as financial advisor to Howden on the acquisition of Adrisa
JM Glendinning
Acted as financial advisor to Synova on the acquisition of a majority stake in JM Glendinning Group Limited
Simplyhealth
Acted as financial advisor to Simplyhealth on the sale of The Animal Healthcare Company to Premier Veterinary Group
Watson Laurie
Acted as financial advisor to Watson Laurie on the sale of the business to Bollington Wilson
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
Interactive Investor
Acted as financial advisor to Interactive Investor on the sale of its Euroclear shares to Julius Baer
Axis Bank UK
Acted as financial advisor to Axis Bank UK on the sale of a buy-to-let portfolio to Morgan Stanley
TradeRisks
Acted as lead financial adviser to the shareholders of TradeRisks Limited on the sale of the business to Gresham House plc
Rural Insurance
Acted as lead financial adviser to Primary Group on the sale of Rural Insurance to The Ardonagh Group
Keoghs
Acted as lead advisor to the shareholders of Keoghs on its sale to Davies Group
Prophet Group
Acted as financial advisor to the shareholders of Prophet Group on the sale to the Bollington Wilson Group
Perspective Financial Group
Acted as lead advisor to Perspective Financial Group on its sale to CBPE Capital
The Burley Group
Acted as financial advisor to the shareholders of The Burley Group on the sale of the business to Radius Payment Solutions
Avid Insurance Services
Acted as financial advisor to Beech Tree Private Equity on its acquistion of Avid Insurance Services Limited
Mercer UK
Acted as financial advisor to Mercer UK (part of the Marsh & McLennan Group) on the sale of Independent Trustee Services Ltd to Management
Acquis Insurance Management
Acted as financial advisor to the shareholders of Acquis Insurance Management on a MBO, backed by Dunedin
Assicurazioni Generali S.p.A
Acted as financial advisor to Generali on the sale of its UK closed life insurance business to RGA through its UK subsidiary
Evolution Funding
Acted as financial advisor to Evolution Funding on the sale of the business to LDC
Fair Oaks
Acting as financial advisor to the shareholders of Fair Oaks Capital on the sale of a minority stake to Kudu Investment Management
Autoline
Acting as financial advisor to the shareholder of Autoline Insurance on the sale of the business to Prestige Insurance Holdings (backed by Capital Z Partners)
The Ardonagh Group
Acted as financial advisor to The Ardonagh Group on the sale of its UK Commercial MGA operations to Arch Insurance
Announced pending completion
The Ardonagh Group
Acted as financial advisor to The Ardonagh Group on the sale of Direct Group’s claims management business to Davies Group
The Clear Group
Acted as buyside financial advisor to ECI Partners on the acquisition of The Clear Group
Thomas Sagar Insurances
Acted as financial advisor to Thomas Sagar Insurances on the sale of the company to Global Risk Partners
LDF
Acted as financial advisor to White Oak Global Advisory on its acquisition of LDF from Cabot Square Capital
InterContinental Exchange
Acted as financial adviser to InterContinental Exchange on acquiring additional stakes in Euroclear plc
First Rate FX
Acted as financial advisor to the shareholders of First Rate FX Ltd on its sale to TTT Moneycorp Ltd
Heritage Financial Services Group
Advised Heritage Financial Group on the sale of its fund administration and fiduciary business to Estera, a business backed by Bridgepoint
A Global Insurance Group
Advised a global insurance group on the sale of its UK legal expenses insurance division
Royal Bank of Scotland Group Plc
Advised RBS on the sale of their entire 4.7% holding in Euroclear plc to Intercontinental Exchange Group
Credit Risk Solutions
Acted as financial advisor to the shareholders of Credit Risk Solutions Limited on the sale of the business to Nexus Underwriting Management Limited
Danske Bank A/S
Advised Danske Bank on the carve-out and sale of its wealth management operations in Northern Ireland to Davy
Merrion Fleet Management
Acted as financial advisor in the sale of Merrion Fleet Management Ltd to ALD
CFC Underwriting
Advised Vitruvian Partners on their participation in the MBO of CFC Underwriting
Swiss Family Office
Advised a Swiss family office in relation to a sale of its shareholding in its investment management business
London Stock Exchange (LSE)
Acted as sole financial advisor to LSEG and Bit Market Services S.p.A in the disposal of the Information Services Professional Solutions division
D E Ford (Insurance Brokers)
Acted as financial advisor to the shareholders of D E Ford on the sale to PIB Limited, which is backed by global alternative asset manager, The Carlyle Group
For more information on deals in the Financial Services sector, please contact Mark Flenner.