Insurance brokers

We have many years of experience advising the insurance market on M&A, capital markets and related regulatory matters which makes us well placed to understand the opportunities and challenges in a constantly moving insurance marketplace.
  • Profile
  • Experience
Our corporate team has longstanding experience of all types of M&A transactions, including public company takeovers, private equity transactions, acquisitions of major brokers and other intermediaries by international trade buyers and disposals.

We also advise our insurance market intermediary clients on capital raising, joint ventures, commercial arrangements, start-ups, team moves, outsourcing and regulatory matters. Over the past seven years members of our team have advised on some of the largest deals in the insurance broking space but we have also advised on numerous smaller deals.

Our understanding of the regulatory regime is complemented by in-depth experience of the various different parts of the insurance marketplace. This understanding of the market is the key to delivering a successful outcome to a transaction enabling us to spot issues early on and assist our clients to plot a course around them. Above all, our clients know that we understand their business and the value we bring.

“Stephenson Harwood’s practice was enhanced by the hire of Geoff Gouriet and Sam Gray"
Legal 500 UK 2015

Insurance brokers

Acquisition of Giles

Advised Arthur J. Gallagher & Co on the £233 million acquisition of Giles Insurance Brokers Limited.

Acquisition of Oval Group

Advised Arthur J. Gallagher & Co on its £199 million acquisition of the entire issued share capital of the Oval Group from private equity vendors and a wide employee and management shareholder base.

Acquisition of Heath Lambert Group

Advised Arthur J. Gallagher & Co on its £97 million acquisition of leading insurance broker HLG Holdings Ltd.

Acquisition of Maestro

Advised Tasker Ventures Limited, a vehicle backed by Alcuin Capital Partners LLP, on its acquisition of Maestro Insurance Services Limited from its existing management team.

Cobra Holdings takeover

Advised AIM Listed Cobra Holdings Plc on recommended cash offer by Alto Intermediary Group Limited.

Arthur J. Gallagher & Co

Advised Arthur J. Gallagher (UK) Limited on the US$45 million sale of all of its treaty and certain parts of its facultative broking business in the UK to Aon.

Acquisition of Acumus

Advised Arthur J. Gallagher & Co on its acquisition of Acumus Limited a retail insurance broker focussed on the housing association sector. The transaction included the acquisition of the core shares in Igloo, a Guernsey protected cell company set up by Acumus to offer a risk transfer solution for clients of Acumus.

Acquisition of Oxygen Insurance Managers

Advised Arthur J. Gallagher & Co on the acquisition of Oxygen Insurance Managers Limited from Oxygen Holdings Plc.

Employee benefits

Acquisition of Risk & Reward Holdings Limited

Advised Arthur J. Gallagher & Co on the acquisition of Risk & Reward Holdings Limited.

Risk & Reward Holdings Limited

Advised the employee benefits consulting specialist on its acquisition of the entire issued share capital of Shilling Limited, the specialist employee communications and engagement business.

Baker Tilly

Advised Baker Tilly on the sale of its employee benefits consulting business to Risk & Reward Holdings Limited.
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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.