Formed in 2001, we provide advice to our clients on acquisitions, company sales, management buy-outs, capital raisings (including both equity and debt) and strategic partner searches. In addition, we also undertake valuations & fairness opinions. Sector coverage consists of:
- Insurance – carriers, MGAs and brokers
- Asset and Wealth management
- Employee benefits
- Specialty Financial
Clients include both owner-managed and institutionally owned businesses.
Transactions vary from the very small to the large but irrespective of size we focus on delivering the highest quality personal service combined with informed, independent and objective advice.
Like many of our clients, we are an owner-managed business and accordingly we have a strong personal interest in ensuring that not only is our client’s transaction successful but that the best possible outcome is achieved.
Click here to view our latest transactions and here to see some case studies.