M&A Deal Summary

Equiom Acquires Lloyds Trust Company

On May 5, 2015, Equiom acquired financial services company Lloyds Trust Company from Lloyds Banking Group

Acquisition Highlights
  • This is Equiom’s 1st transaction in the Financial Services sector.
  • This is Equiom’s 3rd transaction in Channel Islands.

M&A Deal Summary
Date 2015-05-05
Target Lloyds Trust Company
Sector Financial Services
Buyer(s) Equiom
Sellers(s) Lloyds Banking Group
Deal Type Divestiture

Target

Lloyds Trust Company

25 New Street, Channel Islands
Lloyds Trust Company (Channel Islands) Ltd. is a provider of financial services.

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Buyer(S) 1

Buyer

Equiom

Douglas, United Kingdom
Category Company
Founded 1978
Sector Financial Services
Employees100
DESCRIPTION

Equiom is a global professional services provider, offering end-to-end wealth protection and support services to private clients, corporate clients and funds. Equiom was founded in 1978 and is based in Douglas, United Kingdom.

DEAL STATS #
Overall 6 of 11
Sector (Financial Services) 1 of 2
Type (Divestiture) 1 of 1
Country (Channel Islands) 3 of 4
Year (2015) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2015-03-10 Ardel Trust Company

St Peter Port, Channel Islands

Ardel Trust Company (Guernsey) Ltd. is a provider of specialist trust and corporate services to private and corporate clients.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-01-13 Vivat Trust & Corporate Services

Saint Helier, Channel Islands

Vivat Trust & Corporate Services Ltd. is an independent fiduciary services provider.

Buy -

Seller(S) 1

SELLER

Lloyds Banking Group

London, United Kingdom
Category Company
Founded 1695
Sector Financial Services
Employees62,569
Revenue 19.2B GBP (2023)
DESCRIPTION

Lloyds Banking Group is a provider of banking and financial services in United Kingdom and internationally. Lloyds Banking Group was founded in 1695 and is based in London, the United Kingdom.

DEAL STATS #
Overall 8 of 9
Sector (Financial Services) 3 of 3
Type (Divestiture) 7 of 8
Country (Channel Islands) 1 of 1
Year (2015) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-09-08 Keepmoat

Doncaster, United Kingdom

Keepmoat Ltd. is a provider of integrated affordable housing development and community regeneration services. Keepmoat Ltd. is based in Doncaster, United Kingdom.

Sell £400M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2015-12-01 CMI Insurance Worldwide

Baltimore, Maryland, United States

CMI Insurance Worldwide is a part of the UnitedHealthcare Global family, involved in protecting study abroad participants, foreign exchange students and international travelers.

Sell -
Mergr

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