May 2017

  • Client : Halo Insurance Services Limited
  • Activity : Online insurance specialist platform
  • Sector : Financial Services
  • Acquired by: A joint venture with Cover More Travel Insurance & Zurich Insurance
  • Transaction Type:

What our clients say

  • “This marks a significant opportunity for our partners, customers and people as we become part of the global Kyocera family and continue the journey we started back in 1988. When looking for an advisor we wanted someone with an international network and experience of working with buyers both here and overseas. Cavendish had the expertise to facilitate the transaction and the support they...

    Andrew Harman | co-founder of Annodata
  • “This is an exciting deal for our business. Baird Capital’s experience and resources will be invaluable as we seek to further enhance our services and global reach. Baird’s deep understanding of the financial services industry and its global network will be valuable as we look to drive our growth both domestically and abroad. Our improved capabilities will also help us better serve our...

    David Vafai | Founder and CEO of bfinance
  • “After running a formal process to find the right partner to help us grow JBW and take it to its next level, OUTSOURCING Inc. were the natural choice. We had many expressions of interest and offers of investment but none were as compelling as OSI. Cavendish were without doubt the best choice of advisors for JBW and me personally. Together with their Japanese partners, they brought huge value to...

    Jamie Waller | Founder of JBW
  • “We made absolutely the right choice in appointing Cavendish. Michael Jewell and the team were instrumental in getting us the deal we wanted. I would have no hesitation in recommending them to anyone thinking about a sales...

    Titus Sharpe | CEO of MVF
  • “The Cavendish team, led by Joe Stelzer, has provided invaluable advice in preparing our business for a sale process and assessing our options. This deal will give us more firepower and enable us to expand far more quickly. It’s fantastic news for our high net worth investors and broker partners...

    Duncan Kreeger | One of the Founders of West One
  • “When looking for an advisor we decided we wanted someone who had specific experience in negotiating within the Private Equity space. It requires some additional skills to those needed in a trade sale and we were lucky to have found in Cavendish, a company that was able to help...

    Phillip Walter | CEO of Avantia and HomeProtect
  • “Cavendish were without doubt the best choice of advisors for JBW and me personally. Together with their Japanese partners, they brought huge value to the...

    Jamie Waller | Founder of JBW
  • “The Cavendish Team have been instrumental in delivering me a buyer which is a perfect fit for my business. I appointed Caroline Belcher to perform an Exit Review which led on to the sale mandate, and they have been with me every step of the way. This is a wonderful milestone in our history and I am...

    Ian Moore | Executive Chairman Moore Group Limited
  • “Cavendish introduced us to GE and managed the negotiation and coordinated the transaction due diligence. Their involvement was instrumental to the deal being...

    Zvi Schreiber|CEO of Lightech

Key Contacts

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