KPMG

Financial Services

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Mercury Partners Holding B.V.

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

November 2023
Not Disclosed

Lifesure

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

September 2023
Not Disclosed

McMillan Shakespeare

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

August 2023
Not Disclosed

Cigna Europe Insurance Company

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

July 2023
Not Disclosed

Mutual Financial Management and MFDM

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

May 2023
Not disclosed

N&W Investments Limited

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

April 2023
Not disclosed

Oculus Wealth Management

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

March 2023
Not disclosed

Independent Trustee Services

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

February 2023
Not disclosed

Banque Pictet & Cie SA

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

July 2022
€71m

Lorega

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

July 2022
Not disclosed

SPF Private Clients

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

April 2022
Not disclosed

Ageas Group

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

February 2022
£47.5 million

Van Lanschot Kempen N.V

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

December 2021
Not disclosed

The Progeny Group

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

October 2021
Not disclosed

Usay Group

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

September 2021
Not disclosed

Kinnell Holdings

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

May 2021
Not disclosed

Interactive Investor

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

May 2021
Not disclosed

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

May 2021
Not disclosed

CLS Risk Solutions

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

March 2021
Not disclosed

Butterworth Spengler

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

March 2021
Not disclosed

Aegon

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

February 2021
Not disclosed

Packetts

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

February 2021
Not disclosed

Bollington Wilson Group

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

Fiske plc

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

November 2020
Undisclosed

Canaccord Genuity

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

November 2020
Undisclosed

Safeonline

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

November 2020
Undisclosed

Ross Trustees

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

November 2020
Undisclosed

Schroders

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

November 2020
Undisclosed

Interactive Investor

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

October 2020
Not disclosed

Adrisa

Acted as financial advisor to Howden on the acquisition of Adrisa

October 2020
Undisclosed

JM Glendinning

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

October 2020
Undisclosed

Simplyhealth

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

August 2020
Undisclosed

Watson Laurie

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

August 2020
Undisclosed

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

July 2020
Undisclosed

Interactive Investor

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

June 2020
Undisclosed

Axis Bank UK

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

June 2020
Undisclosed

TradeRisks

Acted as lead financial adviser to the shareholders of TradeRisks Limited on the sale of the business to Gresham House plc

March 2020
Undisclosed

Rural Insurance

Acted as lead financial adviser to Primary Group on the sale of Rural Insurance to The Ardonagh Group

March 2020
Undisclosed

Keoghs

Acted as lead advisor to the shareholders of Keoghs on its sale to Davies Group

March 2020
Undisclosed

Prophet Group

Acted as financial advisor to the shareholders of Prophet Group on the sale to the Bollington Wilson Group

February 2020
Undisclosed

Perspective

Acted as financing advisor on the sale of the business to CBPE Capital

January 2020
Undisclosed

Perspective Financial Group

Acted as lead advisor to Perspective Financial Group on its sale to CBPE Capital

January 2020
Undisclosed

The Burley Group

Acted as financial advisor to the shareholders of The Burley Group on the sale of the business to Radius Payment Solutions

November 2019
Undisclosed

Avid Insurance Services

Acted as financial advisor to Beech Tree PE LLP on its acquistion of Avid Insurance

August 2019
Undisclosed

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

June 2019
Undisclosed

Marsh & McLennan

Acted as financial advisor to Marsh & McLennan on the sale of Independent Trustee Services Limited to management

June 2019
Undisclosed

Acquis Insurance Management

Acted as financial advisor to the shareholders of Acquis Insurance Management on the sale of the business to management, backed by Dunedin

June 2019
Undisclosed

Assicurazioni Generali S.p.A

Acted as financial advisor to Assicuazioni Generali S.p.A. on the sale of its UK closed life insurance business to Reinsurance Group of America

May 2019
€680 million

Evolution Funding

Acted as financial advisor to Evolution Funding on the sale of the business to LDC

March 2019
Undisclosed

Fair Oaks

Acting as financial advisor to the shareholders of Fair Oaks Capital on the sale of a minority stake to Kudu Investment Management

January 2019
Undisclosed

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)

January 2019
Undisclosed

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

November 2018
£31 million

The Ardonagh Group

Acted as financial advisor to The Ardonagh Group on the sale of Direct Group’s claims management business to Davies Group

November 2018
£36 million

The Clear Group

Acted as buyside financial advisor to ECI Partners on the acquisition of The Clear Group

July 2018
Undisclosed

Thomas Sagar Insurances

Acted as financial advisor to Thomas Sagar Insurances on the sale of the company to Global Risk Partners

April 2018
Undisclosed

LDF

Acted as financial advisor to White Oak Global Advisory on its acquisition of LDF from Cabot Square Capital

April 2018
Undisclosed

InterContinental Exchange

Acted as financial adviser to InterContinental Exchange on acquiring additional stakes in Euroclear plc

February 2018
Undisclosed

First Rate FX

Acted as financial advisor to the shareholders of First Rate FX Ltd on its sale to TTT Moneycorp Ltd

January 2018
Undisclosed

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

November 2017
Undisclosed

A Global Insurance Group

Advised a global insurance group on the sale of its UK legal expenses insurance division

November 2017
Undisclosed

Royal Bank of Scotland Group Plc

Advised RBS on the sale of their entire 4.7% holding in Euroclear plc to Intercontinental Exchange Group

October 2017
€5.8 billion

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

October 2017
Undisclosed

Danske Bank A/S

Advised Danske Bank on the carve-out and sale of its wealth management operations in Northern Ireland to Davy

July 2017
Undisclosed

Merrion Fleet Management

Acted as financial advisor in the sale of Merrion Fleet Management Ltd to ALD

March 2017
Undisclosed

CFC Underwriting

Advised Vitruvian Partners on their participation in the MBO of CFC Underwriting

March 2017
Undisclosed

Swiss Family Office

Advised a Swiss family office in relation to a sale of its shareholding in its investment management business

March 2017
Undisclosed

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

January 2017
Undisclosed

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

January 2017
Undisclosed

For more information on deals in the Financial Services sector, please contact Mark Flenner.