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Cover Image Emma Roberts

Emma Roberts

Analyst at Keefe Bruyette & Woods

Financial Advisor

Deal Bio

Total Deals2

Valued Deals1

Total Value£ 248 M

Avg. Deal Size£ 248 M

Market Context

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04 Aug 2022|United Kingdom|Full Line Insurance

Target: SUN LIFE UK

Bidder: PHOENIX GROUP

8 Service Providers

5 Bidder | 3 Vendor

113 Dealmakers

80 Bidder | 33 Vendor

£ 248 M

Value

08 Nov 2023|United Kingdom|Asset Managers and Custodians

Target: TITAN WEALTH

Bidder: PARTHENON CAPITAL PARTNERS

4 Service Providers

2 Target | 2 Bidder

6 Dealmakers

4 Target | 2 Bidder

n/a

Value

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