Financial Services & Insurance Investors
Are you considering selling your wealth management, insurance, or financial services business? We work with a network of investors actively acquiring in these sectors.
Below are short profiles of buyers we work with, each focused on a different part of the financial services and insurance market.
1. Wealth & Asset Management Investor – UK & Europe
This private equity firm provides custody, execution, clearing, and wealth management services to small and medium broker dealers, intermediaries, family offices, and wealth managers.
They are looking to acquire or invest in companies offering wealth and asset management services, integrated investment platforms, central investment propositions for IFAs, trade, custody, settlement, and discretionary fund management in the UK and Europe.
2. Multi-Service Financial Services Investor – UK & Europe
A private equity firm with interests in wealth and asset management, as well as audit & accounting, tax, payroll, and HR outsourcing.
They are seeking acquisitions of companies providing wealth and asset management, audit and accounting, tax advisory, payroll processing, and HR outsourcing services in the UK and Europe.
3. Diversified Financial & Healthcare Investor – UK & Europe
This private equity firm has a portfolio spanning financial services, veterinary care, and healthcare.
They are actively looking to acquire companies offering wealth and asset management, veterinary, and healthcare services in the UK and Europe.
4. B2B Financial Services Investor – UK & Europe
A private equity firm with a portfolio in financial services and other sectors.
They seek acquisitions of B2B financial services companies in the UK and Europe. They also consider investments in special situations finance and distressed businesses on a case-by-case basis.
5. Family Office – UK
A family office managing over £1 billion of assets globally, seeking to acquire or invest in retail independent finance advisors in the UK.
6. Insurance Broker Investor – UK & Europe
A private equity firm with a portfolio of insurance brokers focused on the finance and leasing industries.
They are looking to acquire or invest in insurance brokers offering a range of coverage in the UK and Europe.
7. Business Insurance & Financial Services Investor – UK & Benelux
A Netherlands-based private equity firm with interests in business insurance, mortgage, and pension services.
They are seeking acquisitions of companies providing insurance and financial services on a B2B basis in the UK and Benelux.
8. Technology-Enabled Insurance Distribution Investor – UK & Europe
A private equity firm investing in tech-enabled insurance distribution services, providing a platform linking insurers and brokers.
They are looking to acquire or invest in companies offering insurance distribution platforms and related technology services in the UK and Europe.
9. Global Consulting Services Investor – US & Global
A US-based consulting firm operating globally, providing technical, legal, scientific, and financial advisory services.
They are seeking acquisitions of companies offering claims and dispute consulting in areas including; environmental, scientific, forensic accounting, finance, property, infrastructure technology, cyber security, digital forensics, and digital analytics.
Ready to Explore Your Options?
If you are considering a sale, we can connect you with the right investor.
As part of our process, we provide a Free Investor Readiness Report, showing you how buyers will assess your business and where to maximise value before approaching them.
Get in touch for a confidential discussion and to receive your Free Investor Readiness Report.
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