Investment Summary |
|
|---|---|
| Date | 2013-06-05 |
| Target | Sterling Insurance |
| Sector | Insurance |
| Investor(s) |
B.P. Marsh & Partners
Steadfast |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1990 |
| Size | Middle-Market |
| Type | Sector Focused |
B.P. Marsh & Partners is a specialist private equity investor in early stage financial services companies. B.P. Marsh looks to make minority investments of up to £5 million in opportunities based in the UK, Europe, and North America. Specific financial services businesses of interest include insurance intermediaries, asset managers, independent financial advisers, and professional consultants. B.P. Marsh & Partners was formed in 1990 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 31 |
| Sector: Insurance M&A | 7 of 27 |
| Type: Stake Purchase M&A Deals | 3 of 19 |
| Country: Australia M&A | 1 of 4 |
| Year: 2013 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-03-27 |
Howden Group
London, United Kingdom Howden Group is an international insurance intermediary group with insurance broking and underwriting agency arms. Howden Group was founded in 1994 and is based in London, United Kingdom. |
Sell | £250M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-03 |
Walsingham Motor Insurance
London, United Kingdom Walsingham Motor Insurance is a Managing General Agent offering Motor Fleet insurance products to carefully selected partner brokers. Walsingham Motor Insurance is based in London, United Kingdom. |
Buy | - |
Steadfast is a provider of services to a network of 316 insurance broker businesses across Australia and New Zealand. Steadfast operates as both a broker network and a consolidator through its equity interests in a number of insurance broker businesses. Steadfast was founded in 1996 and is based in Sydney, Australia.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 32 |
| Sector: Insurance M&A | 7 of 32 |
| Type: Stake Purchase M&A Deals | 5 of 14 |
| Country: Australia M&A | 7 of 32 |
| Year: 2013 M&A | 5 of 19 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-04-06 |
Newmarket Insurance Brokers Pty.
Adelaide, Australia Newmarket Insurance Brokers provides general insurance broking services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-07-02 |
Webmere Pty
Southbank, Australia Northern City Insurance Brokers, is a provider of various insurance brokerage services. |
Buy | - |
