TODAY’S VIEWPOINT

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EMPOWERING YOUR FIRM’S ADVANCEMENT: TODAY’S VIEWPOINT

NEWS & VIEWS ON THE INSURANCE BROKERS & WEALTH ADVISORY INDUSTRIES 

MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership.

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September 10, 2024

August 2024 UK Insurance M&A Market Update: No Slowing Down for the Summer

by John Nisbet
UK M&A volumes in August held steady ahead of what is expected to be a busy autumn for new deal announcements in the sector. 
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September 10, 2024

August 2024 UK Investment Sector M&A Market Update: Strategic Moves Over the Holidays

by Fred Hansson
There has been increased M&A action in several areas in the investment sector as the Autumn Budget nears, with continued consolidation and a more balanced distribution of buyers.
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September 3, 2024

Driving Growth in a Consolidating Market: The Critical Role of AI for Top Insurance Brokers

by Marcel van Dijk
The European insurance broker market is undergoing a significant transformation, evolving from a fragmented landscape into a more consolidated and international one. Effective use of artificial intelligence (AI) could help differentiate between the top firms with the highest organic growth and the average firm.  
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August 12, 2024

July 2024 UK Insurance M&A Market Update: Summer Slowdown Interrupted by More Blockbuster Deals

by John Nisbet
UK M&A deal volumes for 2024 are trailing moderately behind record-breaking 2023 volumes, but still saw several sizeable transactions in July.
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August 12, 2024

July 2024 UK Investment Sector M&A Market Update: The Second Half Kicks Off to a Strong Start

by Fred Hansson
M&A activity in the investment sector regains momentum, with most deal activity involving smaller financial planners and wealth managers.
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July 16, 2024

European Insurance Distribution M&A Remains Robust in Q2 2024

by Armand Hoftijzer
Halfway through 2024 and the consolidation of insurance distribution firms across Europe remains robust, with a consistent stream of large deals and under-the-radar M&A activity.
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July 9, 2024

June 2024 UK Investment Sector M&A Update: Dealmaking Slows in First Half of Year

by Fred Hansson
UK M&A activity in the Investment sector has slowed this year as consolidators pause for breath. 
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July 9, 2024

June 2024 UK Insurance M&A Market Update: Taking Stock at the Halfway Point of the Year

by John Nisbet
UK M&A deal volumes for insurance distribution are broadly consistent with the record-breaking number of deals seen in 2023, but diving into the details reveals some surprising differences this year. 
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July 1, 2024

The Evolution of the Managing General Agent (MGA) In Europe

by Armand Hoftijzer & George Bucur
Europe is rapidly emerging as a new gateway for the managing general agents (MGAs) market, poised for significant growth.
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June 26, 2024

European Insurance Distribution M&A: Tailwinds in 2024

by Marcel van Dijk
ECB interest rate cuts will potentially contribute to the longer-term secular trends around consolidation and deal activity in the European insurance distribution sector. 
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June 19, 2024

Labour Party Refuses to Rule Out Increasing Capital Gains Tax – Implications for M&A

by Olly Laughton-Scott
With 2024’s potential changes to the capital gains tax, insurance brokerage owners who take a broader, strategic view around selling their firms will have an advantage if these changes occur. 
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June 12, 2024

May 2024 UK M&A Market Update: The Three Largest Insurance Sector Deals of the Year

by John Nisbet & Fred Hansson
UK M&A deal volumes for insurance distribution in 2024 are still tracking slightly behind record-breaking volume in 2023, but not before logging three of the largest deals year-to-date. 
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May 29, 2024

Cross-Border M&A: Transforming the European Insurance Brokerage Landscape

by Marcel van Dijk
The trend of top brokers looking for M&A opportunities across borders is having a large impact on European insurance brokerage market dynamics.
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May 13, 2024

April 2024 UK M&A Market Update: M&A Activity Picks Up for the Investment Sector

by Olly Laughton-Scott & Fred Hansson
April was a busy month for M&A activity in the UK investment sector, particularly in wealth management, while UK insurance distribution M&A was relatively quiet.
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April 29, 2024

Strength In European Insurance Distribution M&A Continues In Q1 2024

by Armand Hoftijzer
After a strong end to 2023, consolidation of insurance distribution across Europe remains active in Q1 2024, pointing towards another strong deal-making year.
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April 9, 2024

March 2024 UK M&A Market Update: Private Equity & New Buyers Play a Larger Role   

by John Nisbet & Fred Hansson
Private equity is now playing a far more active role in the investment sector and catching up on the insurance sector. The UK M&A market is also seeing greater buyer demand from new entrants. 
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March 11, 2024

February 2024 UK M&A Market Update: Demand for Financial Services in the UK and Europe Continues

by Olly Laughton-Scott & Fred Hansson
High demand in a highly fragmented European financial services market continues to drive deals and valuations. 
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February 1, 2024

January 2024 UK Market Monthly M&A Review

by Olly Laughton-Scott
Having spent some 30 years advising clients on their own sales, we have recently been through a sales process ourselves. So, instead of telling people what the medicine is going to be like, we
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January 5, 2024

December 2023 UK Market Monthly Update

by John Nisbet
The bond market turmoil in the UK that accompanied the short-lived premiership of Liz Truss during 2022 made it more difficult and costly to raise debt finance, but was not enough to put a meaningful
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December 5, 2023

November 2023 UK Market Monthly Update

by Olly Laughton-Scott
Financial services are globalising. Our coming together with MarshBerry, with its 200 staff spread across five offices in the US and further offices in the Netherlands, Germany and France, was driven
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Recent Transactions
Explore MarshBerry Transactions
August 2024 Brown & Brown Retail Holdco (Europe) Limited The CI Group Holdings Limited Acquisition

Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited

 United Kingdom

MarshBerry International served as the financial advisor to The CI Group Holdings Limited

 August 2024 Howden Help Me Compare Group Limited (Active Quote) Acquisition

Howden has acquired Help Me Compare Group Limited (ActiveQuote)

 United Kingdom

MarshBerry International acted as the financial advisor to Help Me Compare Group Limited

 August 2024 Ardonagh Advisory Broking Holdings Limited RK Henshall (Holdings) Limited Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited United Kingdom

MarshBerry International acted as the financial advisor to RK Henshall (Holdings) Limited

 August 2024 IceLake Capital Certe Groep Acquisition IceLake Capital has invested in Certe Groep The Netherlands

MarshBerry International served as the financial advisor to Certe Groep

 March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

 United Kingdom

MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management

 March 2024 Hg Capital induver and Clover Hg Capital has invested in induver and Clover Belgium

MarshBerry International served as the financial advisor to induver

 December 2023 Howden VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

 The Netherlands

MarshBerry International served as the financial advisor to Howden

 October 2023 Brown & Brown Berkeley Insurance Group Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom

IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*

 September 2023 Clear Insurance Management Miles Archer Limited Acquisition

Clear Insurance Management has acquired Miles Archer Limited

 United Kingdom

IMAS acted as the exclusive financial advisor to Miles Archer Limited*

 May 2023 Specialist Risk Group The Medical Professional Liability Company Limited Acquisition

Specialist Risk Group has acquired The Medical Professional Liability Company Limited

 United Kingdom

IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*

 April 2023 Momentum Global Investment Management Crown Investments Management Acquisition

Momentum Global Investment Management has acquired Crown Agents Investment Management

 United Kingdom

IMAS acted as the exclusive financial advisor to Crown Agents Bank*

 March 2023 Arthur J. Gallagher & Co FE Protect Acquisition

Arthur J. Gallagher & Co. has acquired FE Protect

 United Kingdom

IMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*

 March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

 The Netherlands

MarshBerry International served as the financial advisor to De Croes Adviesgroep

 March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

 The Netherlands

MarshBerry International served as the financial advisor to Velthuis Assurantien

 March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien

 The Netherlands

MarshBerry International served as the financial advisor to Holtkamp Assurantien

 March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

 The Netherlands

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

 March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

 The Netherlands

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

 March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has acquired Baartman Assurantien 

 The Netherlands

MarshBerry International served as the financial advisor to Baartman Assurantien

 March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

 The Netherlands

MarshBerry International served as the financial advisor to Scharenborg Beltrum

 March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

 The Netherlands

MarshBerry International served as the financial advisor to Kok Advies
*IMAS Corporate Finance LLP has been acquired by MarshBerry