Capital and Trust
M&A Insurance

Our office is located immediately opposite Lloyds of London in Leadenhall Street making us geographically perfect for owners of insurance companies, whether that be brokers or underwriters, to come in for an informal coffee to discuss the value in their business and how they might realise and maximise that value in the short, medium and long term.

As a team, we take great pride in providing a service of the highest standard to all clients on both sides of the transaction. We make sure our clients criteria, whether it be for selling or buying, is fully understood resulting in many successful meetings and subsequently many successful completed transactions. Throughout the process we recognise every client’s need for discretion and confidentiality 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

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

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

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.