
Insights
Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.
M&A
Wealth managers are likely to face private equity in one form or another
PE funds and their portfolio companies remain the most active acquirers in the UK wealth management market by a large…
Q1 2025 M&A Trends: Quarterly Europe Market Update
Despite economic headwinds and growing uncertainty, insurance brokers across Europe remain active in transactions — signaling another strong year for deal-making.

Proof Is In The Numbers
#1 M&A Sell Side Advisor For Over 25 Years as Tracked by S&P Global Market Intelligence
Completed sell side transactions in Merger & Acquisition Transactions in Insurance Brokerage 1999–2023 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/14/25.
135+ Total M&A Transaction Advised in 2023
565+ Diagnostic and Confirmatory Due Diligence Projects Completed since 2004
3,850+ Valuations Completed Since Inception