Transactions

Our deal track record spans a range of landmark transactions across the financial services and financial technology landscape.

Insurance
2025


Advisor to

MyPolicy Acorn

on its sale to

Logo

Wealth & Asset Management
2024


Advisor to

Titan IWP

on its acquisition of

Logo

Completion subject to customary conditions (including regulatory approvals)

Insurance
2024


Advisor to

Ageas Saga

on its 20-year motor and home insurance partnership, and the acquisition of Saga’s Underwriting business

Logo

Completion subject to customary conditions (including regulatory approvals)

Insurance
2024


Advisor to

G&A_Aon

on its sale to

Logo

Wealth & Asset Management
2024


Advisor to

Titan_Tudor

on its acquisition of

Logo

Completion subject to customary conditions (including regulatory approvals)

Insurance
2024


Advisor to

Liberty Mutual_Hughes

on the sale of

Logo

Insurance
2024


Advisor to

Perwyn_Atec

on their investment in

Logo

Financial Technology
2024


Advisor to

Synectics_Synova

on its investment from

Logo

Insurance
2024


Advisor to

Staysure_ICG

on its minority investment from

Logo

Professional Services
2023


Advisor to

Sumer_Ireland

on its strategic investment for Irish market expansion

Insurance
2023


Advisor to

MSG-Atlanta

on its merger with

Logo

Wealth & Asset Management
2023


Advisor to

Tenet_LSL

on the sale of its mortgage network to

Logo

Wealth & Asset Management
2023


Advisor to

Tenet_Openwork

on the sale of its wealth network to

Logo

Insurance
2023


Advisor to

AFI_PPG

on its sale to

Logo

Wealth & Asset Management
2023


Advisor to

Titan_PCP

on its investment from

Logo

Insurance
2022


Advisor to

Superscript

on its capital raise led by existing shareholders and investment from

Logo

Insurance
2022


Advisor to

Glennon_Arachas

on its sale to

Logo

Financial Technology
2022


Advisor to

Funding Options_Tide

on its sale to

Logo

Banking & Specialty Finance
2022


Advisor to

Tower Street Finance

on its securing of a senior secured credit facility with

Logo

Banking & Specialty Finance
2022


Advisor to

Seraph Aviation Group

on its sale to

Logo

Insurance
2022


Advisor to

BGL Life (Beagle Street)

on its sale to

Logo

Financial Technology
2022


Advisor to

FNZ_New Access

on its acquisition of

Logo

Insurance
2022


Advisor to

Brown & Brown_GRP

on its acquisition of

Logo

Insurance
2022


Advisor to

Renasa Insurance Company United

on its sale to

Logo

Insurance
2022


Advisor to

GS Group_JMG

on its sale to

Logo

Wealth & Asset Management
2022


Advisor to

Multiply

on its sale of a strategic stake to

Logo

Insurance
2022


Advisor to Capita plc on the sale of

Capita SIS_Marco

to

Logo

Insurance
2022


Advisor to

Gallivan_Assured

on its sale to

Logo

Banking & Specialty Finance
2022


Advisor to

Resolvecall

on its sale to

Logo

Banking & Specialty Finance
2022


Advisor to

TAB

on its securing of a revolving credit facility with

Logo

Insurance
2022


Advisor to

DCL

on its investment from

Logo

Banking & Specialty Finance
2022


Advisor to

Maslow Capital

on its sale of a minority stake to

Logo

Banking & Specialty Finance
2022


Advisor to

BFC Bank

on its sale to

Logo

Insurance
2022


Advisor to

Markerstudy Group / BGL

on its acquisition of BGL Insurance from

Logo

Banking & Specialty Finance
2021


Advisor to

Finance Ireland

on its subordinated debt financing from a Leading Alternative Asset Manager

Insurance
2021


Advisor to

Markerstudy Group / Clegg Gifford

on its acquisition of

Logo

Financial Technology
2021


Advisor to

Praemium_Morningstar

on the sale of its UK and its International Business to

Logo

Insurance
2021


Advisor to

Broker Insights_Mercia

on its Series A investment from

Logo

Insurance
2021


Advisor to

Innovation Broking

on its sale to

Logo

Insurance
2021


Advisor to

Ripe Insurance / Aquiline

on its majority investment from

Logo

Wealth & Asset Management
2021


Advisor to

Further Global / Progeny

on its investment in

Logo

Banking & Specialty Finance
2021


Advisor to

TDR Capital / Arrow

on its take private of

Logo

Insurance
2021


Advisor to

CET_Homeserve

on its sale to

Logo

Banking & Specialty Finance
2021


Advisor to

DivideBuy

on securing a lending facility from and sale of a minority stake to

Logo

Financial Technology
2021


Advisor to

Pollen Street / Ding

on its acquisition of

Logo

Insurance
2021


Advisor to

ECI_Avantia

on the realisation of its investment in

Logo

Wealth & Asset Management
2021


Advisor to

Wealth at work

on its investment from

Logo

Financial Technology
2021


Advisor to

Coinify

on its sale to

Logo

Wealth & Asset Management
2021


Advisor to

AFH Wealth Management

on its investment from

Logo

Insurance
2021


Advisor to

Brightside

on its sale to

Logo

Insurance
2021


Advisor to

Abry_IQUW

on its lead investment in the $350m capital raise for

Logo

Insurance
2021


Advisor to

Markerstudy / PSC

on its sale to

Logo

Wealth & Asset Management
2021


Advisor to

Fairstone

on its investment from

Logo

Insurance
2021


Advisor to

Hodge_RGA

on the sale of its life insurance business, Hodge Life Assurance Company to

Logo

Insurance
2021


Advisor to

PIB Group / Apax

on its acquisition by funds advised by

Logo

Insurance
2020


Advisor to

Coop_Markerstudy

on the sale of its insurance business to, and agreement of a 13 year distribution agreement with

Logo

Insurance
2020


Advisor to

PIB Group / Barbon

on its acquisition of

Logo

Banking & Specialty Finance
2020


Advisor to

Advantedge Commercial Finance

on its sale to

Logo

Insurance
2020


Advisor to

Further Global / AAI

on its acquisition of

Logo

Wealth & Asset Management
2020


Advisor to

Smith & Williamson

On its sale to

Logo

Insurance
2020


Advisor to

Hastings_Sampo_RMI

on the recommended cash offer from a consortium of

Logo

Banking & Specialty Finance
2020


Advisor to

Lending Works

on its sale to

Logo

Insurance
2020


Advisor to

Chill

on its sale to

Logo

Insurance
2020


Advisor to

Arachas

on its sale to

Logo

Financial Technology
2020


Advisor to

Prepaid Financial Services

on its sale to

Logo

Insurance
2020


Advisor to

Kingsbridge Insurance Brokers

on its sale to

Logo

Insurance
2020


Advisor to

Saga_Bennetts_Ardonagh

on the sale of its specialist motorcycle insurance broker Bennetts to

Logo

Insurance
2020


Advisor to

Complete Cover Group

on its sale to

Logo

Financial Technology
2020


Advisor to

Deko

on its sale to

Logo

Banking & Specialty Finance
2020


Advisor to

Bibby

on the sale of its North American business to

Logo

Insurance
2020


Advisor to

Granite Underwriting

on its acquisition of

Logo

Financial Technology
2019


Advisor to

Tungsten Network

on its working capital finance partnership with

Logo

Insurance
2019


Advisor to

Hugh J Boswell

on its sale to

Logo

Insurance
2019


Advisor to

Staysure

on its debt refinancing by

Logo

Insurance
2019


Advisor to

BMS_Preservation_BCI

on its investment from

Logo

Financial Technology
2019


Advisor to

eazycollect_Access

on its sale to

Logo

Insurance
2019


Advisor to

Granite Underwriting

On its minority investment from

Logo

Insurance
2018


Advisor to

AJG_Stackhouse

on its acquisition of

Logo

Insurance
2018


Advisor to

Clear_ECI

on its investment from

Logo

Banking & Specialty Finance
2018


Advisor to

Raphaels Bank

on its sale to

Logo

Banking & Specialty Finance
2018


Advisor to

Franchise Finance

on its sale to

Logo

Insurance
2018


Advisor to

Right Choice Insurance Brokers

on its sale to

Logo

Insurance
2018


Advisor to

Oak Insurance Services

on its sale to

Logo

Financial Technology
2018


Advisor to

Demica / Wylands

on raising Series B growth financing led by

Logo

Financial Technology
2018


Advisor to

Business Insight

on its sale to

Logo

Banking & Specialty Finance
2018


Advisor to

Chetwood

on its investment in

Logo

Insurance
2018


Advisor to

Capita Insurance Services

on its sale of Capita Insurance Services to

Logo

Insurance
2018


Advisor to

Coversure

on its sale to

Logo

Wealth & Asset Management
2018


Advisor to

Rockspring

on its sale to

Logo

Insurance
2018


Advisor to

AllClear Travel Insurance

on its sale to

Logo

Includes certain transactions advised upon by members of the Continuum Advisory Partners team whilst at previous firms.

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