Skip to main content

Recent Transactions

Clear Filter

Filtered by Sector: Financial Services

Clear Filter

Recent Transactions

Seneca Corporate Finance have a track record of delivering successful mid-market transactions. This reflects our expertise as experienced advisors focused on client objectives

+ Click for info

Reyker Securities PLC

- Click to close

Reyker Securities PLC


Sale of Reyker Securities PLC

Deal Type: Sale

Deal Size: Not Disclosed

 

+ Click for info

SVS Securities PLC

- Click to close

SVS Securities PLC


Sale of SVS Securities PLC

Deal Type: Sale

Deal Size: Not Disclosed

 

+ Click for info

Insurance Surgery

- Click to close

Insurance Surgery


Sale of Insurance Surgery to Private Investors

Deal Type: Sale

Deal Size: Not Disclosed

Seneca Corporate Finance acted as lead advisor the shareholders of The Insurance Surgery on the sale of the business to private investors.

Macclesfield based Insurance Surgery is a specialist broker of life insurance for customers with a variety of health issues and impairments. The private investment group provided an exit for the retiring shareholders and supported the second-tier management team in taking over the day to day operations.

+ Click for info

Ludlow Wealth Management

- Click to close

Ludlow Wealth Management


MBO supported by Mobeus Equity Partners

Deal Type: Buy-out

Deal Size: £12.0m

Seneca Corporate Finance advised the shareholders and management of Ludlow Wealth Management on an MBO supported by Mobeus Equity Partners.

Southport based Ludlow Wealth Management is a provider of financial planning solutions. Mobeus Equity Partners supported an MBO which provided an exit for the founder and majority shareholder and will support the management team on the next phase of the company's growth.

Contact Us

Online form

Please contact us to discuss any Corporate Finance needs with one of our team.
  • Hidden
  • Would you like to receive Seneca Partners Newsletter updates?

  • Would you like to receive Seneca Partners Onside Magazine?

  • Would you like to receive Seneca Partners Event Updates?

  • Would you like to receive Seneca Partners Event Updates?

  • This field is for validation purposes and should be left unchanged.

Or via phone or email on