Guiding Insurance Businesses Through M&A
Our office is situated directly opposite Lloyd’s of London on Leadenhall Street, placing us at the heart of the global insurance market. This prime location makes it exceptionally convenient for insurance business owners—whether brokers or underwriters—to visit us for an informal coffee and a conversation about their company’s value, and the opportunities available to realise and enhance that value in the short, medium, and long term.
Over the past seven years, we have successfully completed more than 80 transactions within the insurance sector, including 17 notable completions in 2024 alone, highlighting our extensive experience and proven track record in this market.
We take great pride in delivering a consistently high standard of service to every client, on both sides of a transaction. Our team takes the time to fully understand each client’s objectives, whether they are looking to sell or acquire, ensuring that every engagement is tailored to their specific criteria. This approach has led to numerous successful introductions and completed transactions.
Confidentiality and discretion are central to everything we do. Throughout the entire process, we remain sensitive to the unique needs of each client, safeguarding their information and maintaining the highest level of professionalism at all times.
“Before anything else, preparation is the key to success”
Find the right fit
Our expertise and success historically has seen us work on a number of retained projects for larger, national acquirers. Although we realise that the larger acquirer is not for everyone and often it is the smaller, regional acquirers that have the better fit with a selling company. We will work hard using our large range of skills and expertise to maximise the value in a vendors company whilst at the same time ensuring that the acquiring company will be the right fit for the clients and any remaining staff.
Testimonials
See what our clients have to say
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Sam Motia and Capital and Trust’s service have been exceptional. They have listened to our needs, requirements and goals and delivered on the target acquisitions that we have asked for. They have assisted through the acquisition process and enabled the transactions to run smoothly from the outset. We’ve been a client for a number of years and the acquisitions that C&T have collaborated on have made a significant impact on our company.
Jamie Philip
Saltus Financial Planning Limited
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When I was looking at exploring my potential options, Capital and Trust provided me with the detailed knowledge, insight and expertise of the different propositions available to me. They guided me through from beginning to end, introducing me to the buyers that not only fitted my personal needs, but the needs of my staff and most importantly the needs of our clients. They gave me support throughout the deal process and were always available if I had any questions. For anyone looking to sell their business or even buy a business, I would strongly recommend getting touch with the guys at Capital and Trust.
Craig Gibson
AGL Wealth Management Ltd
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We have worked alongside Capital and Trust for several years because we have always valued their expertise and extensive connections in the sector. Our recent experience of working with them on a transaction has consolidated this view – they helped us find a buyer that was the perfect fit in terms of deal structure and company culture. Their approach was superb; the team was professional and knowledgeable, maintaining excellent lines of communication throughout. Expert negotiators, they helped us to achieve the best possible outcome. Based on our experience we wouldn’t hesitate to recommend Capital and Trust, and particularly Sam Motia, to anyone considering a business move.
John Hughes
Omnium Capital Limited
Ready to start?
If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.
