Advising Marsh, Berry & Company LLC on the acquisition of IMAS Corporate Finance

Advising Marsh, Berry & Company LLC on the acquisition of IMAS Corporate Finance

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Stevens & Bolton’s corporate team has acted for Marsh, Berry & Company LLC on the acquisition of IMAS Corporate Finance.

As a globally recognised M&A advisory firm specialising in insurance brokers and wealth management, MarshBerry operates with locations across North America and Europe. IMAS is a prominent UK-based M&A advisory firm with a focus on insurance and wealth segments, boasting a team of partners whose expertise remains pivotal in providing unparalleled local knowledge in North America and Europe.

This strategic acquisition is set to generate exceptional value for clients, and seek to secure MarshBerry’s position as a market leader in the UK and throughout Europe and underscore their commitment to driving sustainable growth. The transaction also represents a strong strategic opportunity for the IMAS business, adding access to US and EU based international investors, new resources and services and a strong market position all of which will benefit insurance and wealth management clients. 

Oscar Horwich, Corporate Partner, comments: “We are delighted to have acted for MarshBerry on this exciting strategic international acquisition. It is a pleasure working with the high calibre MarshBerry deal team and we look forward to following the expansion of the UK business.”

Mike Metz, COO at MarshBerry commented: “It was great working with Oscar and the Stevens & Bolton corporate team on this project and we really valued the pragmatic approach and highly responsive service. The deal represents an exciting new step for MarshBerry and we are delighted to have completed it as part of our plans to expand into the UK.”   

The Stevens & Bolton team was led by Oscar Horwich and supported by Krishna Patel and Edward Cummings (corporate) along with a cross-departmental team including Matthew Padian, Caroline Lynch Jankes, Daniel Fournier (banking), Charlie Maurice and Rachel Wright (commercial and regulatory), Emily Heenan (IP). Hannah Ford and Rachel Collins (employment) and Kate Schmit (corporate tax). 

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