IMAS has advised on more than 100 transactions in the financial services sector
Below follows a selection of transactions in which IMAS has been involved since 2006. Please click on any of them for more information.
November 2011
IMAS advised the Directors of COBRA Holdings PLC on the sale of COBRA Corporate Solutions Ltd, a specialist corporate insurance broker, to its managment. This is the culmination of a strategic review conducted by IMAS with the Board of COBRA Holdings PLC.
Advice to Cobra Holdings PLC
on the sale of COBRA Corporate Solutions Ltd to its management
November 2011
IMAS advised the Directors of RL Davidson & Co. Limited, a Lloyd's broker, on the sale of its UK & Commercail London Market operations to Miles Smith Ltd, an independent Lloyd's insurance broker.
Advice to the Directors of RL Davidson & Co.
on the sale of its UK Motor & Commercial London Market operations to Miles Smith Ltd
November 2011
IMAS advised the shareholders of Sutton Meears & Co Limited, a commercial insurance broker, on the sale of the business to Stackhouse Poland Limited, a general insurance broker.
Advice to the shareholders of Sutton Meears & Co Limited
on its sale to Stackhouse Poland Limited
September 2011
IMAS advised COBRA Holdings PLC on the sale of the business and certain fixed assets of the group's commercial insurance broking operations in Caterham and Alton to ASG Risk Management Ltd, a subsidiary of Aston Scott Group plc, a leading commercial insurance group. This is the result of a strategic review conducted by IMAS with the board of COBRA Holdings PLC.
Advice to Cobra Holdings PLC
on the sale of certain insurance broking operations to Aston Scott Group plc
April 2011
IMAS advised the directors and shareholders of Meridian Investment Consultancy, a strategic investment consulting and performance analysis provider servicing a client base with assets of more than £15 billion, on the sale to P-Solve Investments, a specialist investment consultancy and fiduciary investment manager in the Punter Southall Group, with clients managing over £25 billion of assets.
Advice to the directors and shareholders of Meridian Investment Consultancy
on its sale to P-Solve Investments
February 2011
IMAS advised the directors and shareholders of Border Asset Management, a regional discretionary portfolio manager, on the sale to Principal Investment Management, a private client wealth manager in the Sanlam Group, a leading financial services group in South Africa with some £46 billion of assets under management.
Advice to the directors and shareholders of Border Asset Management
on its sale to Principal Investment Management
December 2010
IMAS advised the directors of JB Insurance Brokers Limited, a commercial insurance broker, on the sale of its business to Aston Scott Group plc, a commercial insurance broking group.
Advice to the directors of JB Insurance Brokers Limited
on the sale of its business to Aston Scott Group plc
September 2010
IMAS advised the shareholders of Axco Information Services Limited, the leading provider of international compliance and regulatory information to the global insurance industry, on its sale to Wilmington Group plc, a provider of information and training for the professional business markets, listed on the London Stock Exchange
Advice to the shareholders of Axco Information Services Limited
on its sale to Wilmington Group plc
June 2010
IMAS advised the shareholders of Andersen Charnley Limited, an independent private client wealth management firm, on its sale to Collins Stewart plc, a leading financial advisory group listed on the London Stock Exchange
Advice to the shareholders of Andersen Charnley Limited
on its sale to Collins Stewart plc
June 2010
IMAS advised Mosaic Private Equity and the shareholders of Fish Administration Holdings Limited, the market leader in the scheme-led Independent Living insurance market providing specialist schemes to meet the requirements of disabled and elderly people, on its secondary buyout to Inflexion Private Equity.
Advice to Mosaic Private Equity and the shareholders of Fish Administration Holdings Limited
on its sale to Inflexion Private Equity
December 2009
IMAS advised the directors of C J Coleman Holdings Ltd, a Lloyd’s broker, on the sale of its majority stake in the subsidiary company, Croton Stokes Wilson Ltd, a Lloyd’s broker, to the management.
Advice to the directors of C J Coleman Group
on the sale of Croton Stokes Wilson Ltd to management
November 2009
IMAS advised the shareholders of Crowe Livestock Underwriting Limited, a specialist underwriting agency for the livestock industry, on the sale of the company to Amlin PLC, a specialist insurance and reinsurance underwriting group listed on the London Stock Exchange.
Advice to the shareholders of Crowe Livestock Underwriting Ltd
on its sale to Amlin PLC
September 2009
IMAS advised the shareholders of Cavendish Young Limited, a fee based wealth management practice, on the sale of the company to Merchant Securities PLC, an AIM listed provider of financial services to private clients, institutions and smaller businesses.
Advice to the shareholders of Cavendish Young Limited
on its sale to Merchant Securities PLC
August 2009
IMAS advised the principal shareholder of Wilby Limited, on the sale of a controlling interest to the company’s management. Wilby Limited is a provider of insurance and risk management services.
Advice to the principal shareholder of Wilby Limited
on the sale of a controlling interest to management
June 2009
IMAS advised the shareholders of Preferential Group, a specialist travel insurance broker, on the sale of the company to The Collinson Group Limited, an international travel and financial services group.
Advice to the shareholders of Preferential Group Limited
on its sale to The Collinson Group Limited
November 2008
IMAS advised the shareholders of SBP Group Limited, a specialist commercial insurance broker, on the sale of the company to Giles Holdings Limited, a commercial insurance broking group.
Advice to the shareholders of SBP Group Limited
on its sale to Giles Holdings Limited
November 2008
IMAS advised the shareholders of E.B. Consultants Limited, an actuarial and pension administration specialist, on the sale of the company to SBJ Group Limited, an employee benefits consultancy which is part of Bluefin, a financial services group owned by AXA, the international insurance group.
Advice to the shareholders of E.B. Consultants Limited
on its sale to SBJ Group Limited, part of AXA
October 2008
IMAS advised the management of Berkeley Burke Group Limited on the sale of a controlling interest in their commercial insurance broking subsidiary, Berkeley Burke (UK) Limited, to the management. Berkeley Burke Group is a commercial insurance and financial services broker.
Advice to the management of Berkeley Burke Group Limited
on the sale of a controlling interest in Berkeley Burke (UK) Limited to its management
October 2008
IMAS advised Griffiths & Armour (Holdings) Limited on the disposal of its specialist employee benefits consultancy, Griffiths & Armour (Financial Services) Limited, to Charles Stanley Group PLC, a stockbroker and investment management group listed on the London Stock Exchange.
Advice on the sale of Griffiths & Armour (Financial Services) Limited
on its sale to Charles Stanley Group Plc
August 2008
IMAS advised the shareholders of City Assurance Consultants Limited, an independent financial adviser and employee benefits consultancy, on the sale of the company to Punter Southall Group Ltd, a financial services group.
Advice to the shareholders of City Assurance Consultants Ltd
on its sale to Punter Southall Group Ltd
June 2008
IMAS advised the shareholders of HWS Holdings Limited, a Lloyd’s broker, on the sale of the company to Jardine Lloyd Thompson Group plc, an international group of risk specialists and employee benefit consultants which is listed on the London Stock Exchange.
Advice to the shareholders of HWS Holdings Limited
on its sale to Jardine Lloyd Thompson Group plc
June 2008
IMAS advised the shareholders of Cavendish Property Investments Limited, an equity release specialist, on the sale of the company to Country Gentlemen’s Association, a financial services group.
Advice to the shareholders of Cavendish Property Investments Ltd
on its sale to Country Gentlemen’s Association
June 2008
IMAS advised the shareholders of Astaire & Partners Limited, a stockbroker, on the sale of the company to Blue Oar Plc, an AIM listed stockbroker.
Advice to the shareholders of Astaire & Partners Ltd
on its sale to Blue Oar Plc
April 2008
IMAS advised the shareholders of Argyll Insurance (Holdings) Limited, a commercial insurance broker, on the sale of the company to Jelf Group plc, an AIM listed corporate financial services adviser.
Advice to the shareholders of Argyll Insurance (Holdings) Ltd
on its sale to Jelf Group plc
April 2008
IMAS advised the shareholders of Plan Invest Group Limited, an independent financial adviser for high net worth individuals, on the sale of the company to Yorkshire Investment Group Limited, a wealth manager now named UK Wealth Management Limited.
Advice to the shareholders of Plan Invest Group Limited
on its sale to Yorkshire Investment Group
February 2008
IMAS advised the shareholders of Watterson Wealth Management Limited, a wealth manager, on the sale of the company to Axa Insurance UK Plc, a composite insurer and part of the international Axa Insurance group.
Advice to the shareholders of Watterson Wealth Management Ltd
on its sale to Axa Insurance UK Plc
January 2008
IMAS advised the shareholders of PWS Holdings Plc, a Lloyd’s broker, on the sale of the company’s assets and goodwill to THB Group plc, an AIM listed Lloyd’s broker.
Advice to the shareholders of PWS Holdings Plc
on the sale of assets and goodwill to THB Group plc
December 2007
IMAS advised the shareholders of FMW Risk Services Ltd, a commercial insurance broker, on the sale of the company to Oval Ltd, a commercial insurance broking group.
Advice to the shareholders of FMW Risk Services Ltd
on its sale to Oval Ltd
November 2007
IMAS advised Marsh UK Group Ltd on the sale of the assets and business of Medisure, a provider of medical benefits and health risk management services, to Simplyhealth Group Ltd, a healthcare provider. Marsh UK Group Ltd is part of Marsh & McLennan Companies, an international risk, insurance and consulting group.
Advice to Marsh UK Group Ltd on the sale of the assets and business of
to Simplyhealth Group Ltd
November 2007
IMAS advised the shareholders of Talbot Insurance Brokers Ltd and Talbot Financial Services Ltd, insurance and financial services brokers, on the sale of the companies to Venture Preference Ltd, a commercial insurance broking group.
Advice to the shareholders of Talbot Insurance Brokers Ltd and Talbot Financial Services Ltd
on the sale to Venture Preference Ltd
November 2007
IMAS advised the shareholders of Castlebank Insurance Brokers Limited, a commercial insurance broker, on the sale of the company to Venture Preference Ltd, a commercial insurance broking group.
Advice to the shareholders of Castlebank Insurance Brokers Limited
on its sale to Venture Preference Ltd
September 2007
IMAS advised the shareholders of Aspen (Actuaries & Pension Consultants) plc, an actuary and pension specialist, on the sale of the company to The Capita Group Plc, a support services group listed on the London Stock Exchange.
Advice to the shareholders of Aspen (Actuaries & Pension Consultants) plc
on its sale to The Capita Group Plc
September 2007
IMAS advised the shareholders of Keith Johnson & Co. Ltd, a commercial insurance broker, on the sale of the company to Oamps Ltd, a generalist and specialist insurance broker which is part of the Wesfarmers group, a conglomerate and one of the largest groups in Australia.
Advice to the shareholders of Keith Johnson & Co. Ltd
on its sale to Oamps Ltd
July 2007
IMAS advised the shareholders of Allied Cedar Insurance Group Ltd, an underwriting agent and specialist insurer, on the sale of the company to Amlin plc, an international specialist insurance and reinsurance group listed on the London Stock Exchange.
Advice to the shareholders of Allied Cedar Insurance Group Ltd
on its sale to Amlin plc
July 2007
IMAS advised the shareholders of Roland Smith Ltd, an affinity insurance broker, on the sale of the company to the Police Mutual Assurance Society, a mutual life assurer.
Advice to the shareholders of Roland Smith Ltd
on its sale to Police Mutual Assurance Society
June 2007
IMAS advised the shareholders of Quadrant Caldwell Drake Ltd, an independent financial adviser for high net worth individuals, on the sale of the company to Pantheon Financial Plc, an independent financial adviser and subsidiary of Friends Provident Plc, the listed life assurance and pension products group.
Advice to the shareholders of Quadrant Caldwell Drake Ltd
on its sale to Friends Provident Plc
June 2007
IMAS advised the shareholders of Garrison Investment Analysis Ltd, a discount broker and fund selection service, on the sale of the company to Charles Stanley Group Plc, a stockbroker and investment management group listed on the London Stock Exchange.
Advice to the shareholders of Garrison Investment Analysis Ltd
on its sale to Charles Stanley Group Plc
June 2007
IMAS advised the shareholders of Express Insurance Services Ltd, a non-standard motor insurance broker, on the sale of the company to Kwik-Fit Insurance Services Ltd, a personal lines insurance broker.
Advice to the shareholders of Express Insurance Services Ltd
on its sale to Kwik-Fit Insurance Services Ltd
May 2007
IMAS advised the shareholders of Williamson Moore Ltd, a commercial insurance broker, on the sale of the company to Oval Ltd, a commercial insurance broking group.
Advice to the shareholders of Williamson Moore Ltd
on its sale to Oval Ltd
April 2007
IMAS advised the shareholders of PetPartners plc, a niche personal lines insurance broker, on the sale of the company to Agria djurförsäkring, a Swedish mutual insurance company.
Advice to the shareholders of PetPartners plc
on the sale to Agria djurförsäkring
March 2007
IMAS advised the directors of C J Coleman Holdings Ltd, a Lloyd’s broker, on the sale of its majority stake in the subsidiary company, Corrie & Partners Ltd, a Lloyd’s broker, to the management.
Advice to the directors of C J Coleman Group
on the sale of Corrie & Partners to management
January 2007
IMAS advised the shareholders of SPS Wellbeing Limited, a specialist healthcare intermediary, on the sale of the company to Jelf Group plc, an AIM listed corporate financial services adviser.
Advice to the shareholders of SPS Wellbeing Limited
on its sale to Jelf Group plc
November 2006
IMAS advised the shareholders of Harmans Limited, a specialist affinity mortgage broker and independent fiancial adviser, on the sale of the company to R3 Group Limited, a specialist affinity broker.
Advice to the shareholders of Harmans Limited
on its sale to R3 Group Limited
November 2006
IMAS advised Bridgepoint Capital Group, a private equity provider, and other shareholders on the sale of Opus Consulting Holdings Ltd, an employee benefits adviser, to Punter Southall Group Ltd, a financial services group.
Advice to Bridgepoint and other shareholders of Opus Consulting Holdings Ltd
on its sale to Punter Southall Group Ltd
October 2006
IMAS advised the shareholders of Agency Underwriting Ltd, a specialist underwriting agency, on the sale of the company to The Towergate Partnership Ltd, a national commercial insurance broking group.
Advice to the shareholders of Agency Underwriting Ltd
on its sale to The Towergate Partnership Ltd
October 2006
IMAS advised the shareholders of EDIS Partnerships Ltd, a pension administration and IT systems specialist, on the sale of the company to Northgate Information Solutions Plc, a supplier of software applications and outsourcing services.
Advice to the shareholders of EDIS Partnerships Ltd
on its sale to Northgate Information Solutions
August 2006
IMAS advised the shareholders of Mobile Money Ltd, an impaired credit lending specialist, on the sale of the company to Central Trust plc, a consumer finance company.
Advice to the shareholders of Mobile Money Ltd
on its sale to Central Trust plc
July 2006
IMAS advised the shareholders of ghbc Ltd, a commercial insurance broker, on the sale of the company to The Towergate Partnership Ltd, a national commercial insurance broking group.
Advice to the shareholders of ghbc Ltd
on its sale to The Towergate Partnership Ltd
February 2006
IMAS advised the directors of HWS Holdings Ltd, a Lloyd’s broker, on the sale of its majority stake in BDB Ltd, another Lloyd’s broker, to the management of BDB Ltd.
Advice to HWS Holdings Ltd
on the sale of its majority stake in BDB Ltd to the Management
For information on IMAS’s deals prior to 2006, please contact us.
