Transactions
Countries
Services
Sectors
Te Creemos Holding, S.A.P.I. de C.V., a Mexico Development Partners portfolio company and the parent company of Te Creemos, S.A. de C.V. Sociedad Financiera Popular, acquired Financiera FINCA, S.A.P.I. de C.V., SOFOM, ENR.
Business services , Financial Institutions
Acquisition
Advisor to the buy side
Te Creemos Holding, S.A.P.I. de C.V., a Mexico Development Partners portfolio company and the parent company of Te Creemos, S.A. de C.V. Sociedad Financiera Popular, acquired Felicidad Financiera, S.A de C.V., a microfinance organization.
Business services , Financial Institutions
Acquisition
Advisor to the buy side
Rowanmoor Group, a leading independent small self-administered scheme (SSAS) provider and a bespoke self-invested personal pension (SIPP) and family pension trust (family SIPP) operator, was sold to Embark Group, a provider of long-term savings and advisory services.
Business services , Financial Institutions
Sale
Advisor to the sell side
FC Exchange, an international money transfer and payment solutions company, was sold to Global Reach Partners, a UK foreign-exchange specialist.
Business services , Financial Institutions
Sale
Advisor to the sell side
Rowanmoor Group, a leading independent small self-administered scheme (SSAS) provider and a bespoke self-invested personal pension (SIPP) and family pension trust (family SIPP) operator, was sold to Embark Group, a provider of long-term savings and advisory services.
Business services , Financial Institutions
Sale
Advisor to the sell side
Voxen Sp. z o.o., an insurance intermediary specialized in the sale of motor insurance products through a network of 250 car dealers, sold 100% of its shares to Unilink S.A., one of the leading insurance multi-agencies in Poland.
Business services , Financial Institutions
Sale
Advisor to the sell side
Thomas Miller acquired a majority shareholding in Osprey Holdings, a provider of marine and aerospace insurance. Established in 1885, Thomas Miller is an independent and international provider of insurance, professional, and investment services.
Business services , Financial Institutions
Acquisition
Advisor to the buy side
Te Creemos, a specialized financial institution that provides comprehensive financial services to the unbanked Mexican population and to small and micro enterprises, acquired 100% of the outstanding shares of Finclusión, a large regional microfinance institution with presence in 13 states of Mexico.
Financial Institutions
Acquisition
Advisor to the buy side
Consilium Employee Benefits, a fast-growing private-medical-insurance specialist, was sold to Chase Templeton. Consilium Employee Benefits, based in Kent, focuses on the SME market.
Business services , Financial Institutions
Sale
Advisor to the sell side