Transactions
Leading European Transactions in Insurance and Wealth Management
Explore a portfolio of recent transactions in the insurance and wealth management industries, led by MarshBerry’s experienced European team. As a trusted partner across the UK and Europe, MarshBerry’s latest transactions reflect deep industry insight, successful cross-border execution, and commitment to client objectives. Stay informed with our latest outcomes and see how MarshBerry continues to shape the landscape of insurance and wealth management M&A.
Explore European Transactions
† Advisory services provided by MarshBerry Capital
Acquisition PIB Group has acquired JRT Insurance Brokers
United KingdomIMAS acted as the exclusive financial advisor to JRT Insurance Brokers*
May 2021
Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
United KingdomIMAS acted as the exclusive financial advisor to Mattioli Woods plc*
March 2021
Acquisition 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
Acquisition Clear Insurance Management has acquired Luker Rowe & Co
United KingdomIMAS acted as the exclusive financial advisor to Luker Rowe & Co*
December 2020
Acquisition 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
Acquisition Gresham House plc has acquired Appian Asset Management Limited
United KingdomIMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
November 2020
Acquisition Howden Group has acquired Safeonline
United KingdomIMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition 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
iCap Souter Investments and Manfield Partners have invested in LIKEZERO Limted
United KingdomIMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020
Acquisition Apiary Capital has acquired Radiant Financial Group
United KingdomIMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020
Acquisition PayPoint has acquired i-movo
United KingdomIMAS acted as the exclusive financial advisor to i-movo*
October 2020
Acquisition Seven Investment Management has acquired Partners Wealth Management
United KingdomIMAS acted as the exclusive financial advisor to Partners Wealth Management*
September 2020 
Acquisition Clear Insurance Management has acquired Brokerbility Holdings Limited
United KingdomIMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
July 2020
Acquisition 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
Acquisition 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
iCap 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
iCap Downing Ventures and Gresham House Ventures have invested in Funding Xchange
United KingdomIMAS acted as the exclusive financial advisor to Funding Xchange*
August 2019
Acquisition Acrisure has acquired Raetsheren
The NetherlandsMarshBerry served as the financial advisor to the buyer
June 2019 
Acquisition 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
Acquisition Phoenix Equity Partners has acquired Mobius Life
United KingdomIMAS served as the exclusive financial advisor to Mobius Life*
† Advisory services provided by MarshBerry Capital
