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
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*
April 2019
Acquisition
CSP Holdings Limited has acquired Citybond Holdings Limited
United KingdomIMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition
Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
United KingdomIMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition
Aston Lark Group has acquired Highworth Insurance Limited
United KingdomIMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
January 2019
Acquisition
Broadstone has acquired CS Financial Solutions
United KingdomIMAS acted as the exclusive financial advisor to CS Financial Solutions*
December 2018
Acquisition
Stackhouse Poland Group has acquired Property Insurance Initiatives Limited
United KingdomIMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*
November 2018
Acquisition
Scottish Friendly has acquired Mobius Life
United KingdomIMAS acted as the exclusive financial advisor to Mobius Life*
November 2018
Acquisition
Aviva plc has acquired Neos Ventures Ltd
United KingdomIMAS acted as the exclusive financial advisor to Neos Ventures Ltd*
July 2018
Acquisition
PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions
United KingdomIMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*
May 2018
Acquisition
Vantage Insurance Services has acquired Fresh Insurance Services Group Limited
United KingdomIMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*
April 2018
Acquisition
Stackhouse Poland has acquired Honour Point Limited
United KingdomIMAS acted as the exclusive financial advisor to Stackhouse Poland*
April 2018
Acquisition
PIB Group Limited has acquired Wilby (Group) Limited
United KingdomIMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
October 2017
Acquisition
Vantage Insurance Services has acquired Maybury James Limited
United KingdomIMAS acted as the exclusive financial advisor to Maybury James Limited*
September 2017
Acquisition
PIB Group Limited has acquired Morton Michael
United KingdomIMAS acted as the exclusive financial advisor to Morton Michael*
July 2017
Acquisition
Aon has acquired Portus Consulting
United KingdomIMAS acted as the exclusive financial advisor to Portus Consulting*
† Advisory services provided by MarshBerry Capital
