Transactions

Leading European Transactions in Insurance and Wealth Management

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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

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
September 2017 Acquisition

PIB Group Limited has acquired Morton Michael

United Kingdom

IMAS acted as the exclusive financial advisor to Morton Michael*

July 2017 Acquisition

Aon has acquired Portus Consulting

United Kingdom

IMAS acted as the exclusive financial advisor to Portus Consulting*

June 2017 Acquisition

The Nexus Group has acquired Aquila Underwriting

United Kingdom

IMAS acted as the exclusive financial advisor to Aquila Underwriting*

February 2017 Acquisition

Canaccord Genuity Wealth Management has acquired C. Hoare & Co.

United Kingdom

IMAS acted as the exclusive financial advisor to C. Hoare & Co.*

August 2016 Acquisition

Inflexion Private Equity and Global Reach Partners have acquired FC Exchange

United Kingdom

IMAS acted as the exclusive financial advisor to FC Exchange*

July 2016 Acquisition

Embark Group has acquired Rowanmoor Group plc

United Kingdom

IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*

March 2016 Acquisition

Integro Insurance Brokers has acquired Croton Stokes Wilson Holden

United Kingdom

IMAS acted as the exclusive financial advisor to Croton Stokes Wilson Holden*

January 2016 Acquisition

Right Choice Insurance Brokers has acquired ERS

United Kingdom

IMAS acted as the exclusive financial advisor to ERS*

December 2015 Acquisition

CBL Corporation has acquired Professional Fee Protection

United Kingdom

IMAS acted as the exclusive financial advisor to Professional Fee Protection*

December 2015 Acquisition

Chaucer has acquired Lonham Limited

United Kingdom

IMAS acted as the exclusive financial advisor to Lonham Limited*

December 2015 Acquisition

Osprey Underwriting Agency Limited has acquired Thomas Miller Investment

United Kingdom

IMAS acted as the exclusive financial advisor to Thomas Miller Investment*

November 2015 Acquisition

Chase Templeton has acquired Consilium Employee Benefits

United Kingdom

IMAS acted as the exclusive financial advisor to Consilium Employee Benefits*

August 2015 Acquisition

Marsh McLennan Companies has acquired SME Insurance Services

United Kingdom

IMAS acted as the exclusive financial advisor to SME Insurance Services*

May 2015 Acquisition

Bowmark Capital has acquired Aston Scott Group plc

United Kingdom

IMAS acted as the exclusive financial advisor to Aston Scott Group plc*

April 2015 Acquisition

Integro Insurance Brokers has acquired NPA Insurance Broking Group

United Kingdom

IMAS acted as the exclusive financial advisor to NPA Insurance Broking Group*

February 2015 Acquisition

Wesleyan Assurance Society has acquired Syscap

United Kingdom

IMAS acted as the exclusive financial advisor to Syscap*

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital