Transactions
Leading European Transactions in Insurance and Wealth Management
Explore European Transactions
† Advisory services provided by MarshBerry Capital


Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
United KingdomIMAS acted as the exclusive financial advisor to Mattioli Woods plc*
March 2021

J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
United KingdomIMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
March 2021

Clear Insurance Management has acquired Luker Rowe & Co
United KingdomIMAS acted as the exclusive financial advisor to Luker Rowe & Co*
December 2020

Wilton Group Limited has acquired IOMA Group of Companies
United KingdomIMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020

Gresham House plc has acquired Appian Asset Management Limited
United KingdomIMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
November 2020

Howden Group has acquired Safeonline
United KingdomIMAS acted as the exclusive financial advisor to Safeonline*
November 2020

Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
United KingdomIMAS acted as the exclusive financial advisor to MS Amlin*
November 2020

Souter Investments and Manfield Partners have invested in LIKEZERO Limted
United KingdomIMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020

Apiary Capital has acquired Radiant Financial Group
United KingdomIMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020

PayPoint has acquired i-movo
United KingdomIMAS acted as the exclusive financial advisor to i-movo*
October 2020

Seven Investment Management has acquired Partners Wealth Management
United KingdomIMAS acted as the exclusive financial advisor to Partners Wealth Management*
September 2020

Clear Insurance Management has acquired Brokerbility Holdings Limited
United KingdomIMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
July 2020

Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
United KingdomIMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
June 2020

Beckett Investment Management Group has acquired Brown Shipley & Co’s Employee Benefits Consultancy business
United KingdomIMAS acted as the exclusive financial advisor to Brown Shipley & Co*
November 2019

AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE
United KingdomIMAS acted as the sole financial advisor to M-QUBE*
November 2019

Downing Ventures and Gresham House Ventures have invested in Funding Xchange
United KingdomIMAS acted as the exclusive financial advisor to Funding Xchange*
August 2019

Acrisure has acquired Raetsheren
The NetherlandsMarshBerry served as the financial advisor to the buyer
June 2019

PIB Group Limited has acquired the COBRA group of companies
United KingdomIMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*
May 2019

Phoenix Equity Partners has acquired Mobius Life
United KingdomIMAS served as the exclusive financial advisor to Mobius Life*
April 2019

CSP Holdings Limited has acquired Citybond Holdings Limited
United KingdomIMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
† Advisory services provided by MarshBerry Capital