Financial Services

In Category

Investment date 2002

Think Money Group - Header Image

Think Money Group

Financial Services

Investment date 2019

KB Associates - Header Image

KB Associates

Financial Services

January 26, 2023

Who will win in the ESG software space? - Header Image

Who will win in the ESG software space?

ESG Financial Services SaaS Tech & Data

June 27, 2022

ECI announces sale of insurance broker Clear Group - Header Image

ECI announces sale of insurance broker Clear Group

Clear Group Financial Services Paul McCreadie

June 7, 2022

Clear Group acquires Centor Insurance & Risk Management - Header Image

Clear Group acquires Centor Insurance & Risk Management

Clear Group Financial Services M&A

April 4, 2022

Why wealth management businesses need a distinctive USP - Header Image

Why wealth management businesses need a distinctive USP

Clear Group Financial Services M&A Michael Butler

February 9, 2022

Company culture is the key growth driver in trust and funds - Header Image

Company culture is the key growth driver in trust and funds

Financial Services Michael Butler People & Culture Suzanne Pike

January 25, 2022

KB Associates to join the Waystone Group - Header Image

KB Associates to join the Waystone Group

Financial Services KB Associates Michael Butler Minority Investments

September 3, 2021

ECI announces reinvestment in Avantia - Header Image

ECI announces reinvestment in Avantia

Avantia Financial Services

August 3, 2021

KB Associates announces completion of Luxembourg expansion - Header Image

KB Associates announces completion of Luxembourg expansion

Financial Services KB Associates M&A Michael Butler

June 14, 2021

Clear Group strengthens its presence in the South East - Header Image

Clear Group strengthens its presence in the South East

Clear Group Financial Services M&A Paul McCreadie

March 11, 2021

The Clear Group acquires HIA International and Luker Rowe Chartered Insurance Brokers - Header Image

The Clear Group acquires HIA International and Luker Rowe Chartered Insurance Brokers

Clear Group Financial Services M&A Paul McCreadie

March 3, 2021

Building Successful Businesses podcast: Mark Eastham - Header Image

Building Successful Businesses podcast: Mark Eastham

Avantia Financial Services Fiona Moore Podcast Tech & Data

February 26, 2021

KB Associates announces Luxembourg expansion - Header Image

KB Associates announces Luxembourg expansion

Financial Services KB Associates M&A Michael Butler

December 1, 2020

What will drive value for insurers in 2021? - Header Image

What will drive value for insurers in 2021?

Avantia Clear Group Financial Services Paul McCreadie

October 6, 2020

Portfolio M&A: Clear Group and Investis Digital announce new acquisitions - Header Image

Portfolio M&A: Clear Group and Investis Digital announce new acquisitions

Clear Group Financial Services M&A Paul McCreadie

August 13, 2020

Why brokers will revert to bolt-ons to deliver growth - Header Image

Why brokers will revert to bolt-ons to deliver growth

Clear Group Financial Services M&A Paul McCreadie

July 2, 2020

Technology & talent: How to scale a fund services business - Header Image

Technology & talent: How to scale a fund services business

Financial Services KB Associates Michael Butler People & Culture Tech & Data

February 13, 2020

Clear completes another bolt-on acquisition - Header Image

Clear completes another bolt-on acquisition

Clear Group Financial Services M&A Paul McCreadie

November 21, 2019

The revolution transforming insurance and advertising - Header Image

The revolution transforming insurance and advertising

Avantia Financial Services MiQ Paul McCreadie Tech & Data

October 7, 2019

ECI invests in KB Associates - Header Image

ECI invests in KB Associates

Financial Services KB Associates Michael Butler Minority Investments

September 13, 2019

Clear acquires Morrison Insurance Solutions - Header Image

Clear acquires Morrison Insurance Solutions

Clear Group Financial Services M&A Paul McCreadie

January 1, 2019

Success for Avantia and Clear in insurance awards - Header Image

Success for Avantia and Clear in insurance awards

Avantia Clear Group Financial Services

July 23, 2018

The Clear Group receives backing from ECI - Header Image

The Clear Group receives backing from ECI

Clear Group Financial Services Paul McCreadie

March 23, 2016

Offshore finance in the Channel Islands - Header Image

Offshore finance in the Channel Islands

Financial Services Richard Chapman Suzanne Pike

March 10, 2014

ECI backs £57m MBO of Avantia - Header Image

ECI backs £57m MBO of Avantia

Avantia Financial Services Paul McCreadie