BCMS Corporate/Deal History

Deal History

300+ total transactions representing $5B+ in aggregate value — 12 tracked below spanning 2023–2024 · 8 industries

300+
Total Transactions
8
Industries
2023–2024
Years Active
Financial Services2
Global Insurance Management Sold to AXA2023
Strategic acquirer: AXA Group

French financial services giant AXA Group acquired UK-based Global Insurance Management (GIM) in a transaction led by Initium advisors.

Sell SideSell Side Advisor
CIA Insurance Sold to AssuredPartners2023
Strategic acquirer: AssuredPartners

Initium acted as lead advisor to the shareholders of CIA Insurance, a specialist insurance intermediary, throughout its acquisition by AssuredPartners.

Sell SideSell Side Advisor
Hardware & Electronics1
Geotek Acquired by Judges Scientific plc2023
Strategic acquirer: Judges Scientific plc

Initium advised on the acquisition of Geotek, an industrial instrumentation specialist, by Judges Scientific plc.

Sell SideSell Side Advisor
Healthcare Products1
Sunflower Medical Sold to Indutrade2023
Strategic acquirer: Indutrade

Initium advised the shareholders of Sunflower Medical, a medical distribution specialist, throughout the sale to Indutrade.

Sell SideSell Side Advisor
Healthcare Services3
Location Medical Services Acquired by DocGo2024
Strategic acquirer: DocGo Inc.

Initium advised shareholders throughout the acquisition of Location Medical Services, a leading mobile medical services and patient transportation provider, by DocGo Inc., a public healthcare services company.

Sell SideSell Side Advisor
Makara Health Acquired by Precision Value & Health2023
Strategic acquirer: Precision Value & Health

Initium advised Makara Health Communications on the sale to Precision Value & Health, a healthcare industry platform buyer.

Sell SideSell Side Advisor
Watermeadow Medical Sold to UDG Healthcare plc2023
Strategic acquirer: UDG Healthcare plc

Initium advised the vendors throughout the transaction of Watermeadow Medical to UDG Healthcare plc.

Sell SideSell Side Advisor
Professional Services1
Concise Sold to PSAV2023
Strategic acquirer: PSAV

Initium advised on the sale of Concise, a professional services firm, to PSAV.

Sell SideSell Side Advisor
Real Estate1
Prospect Estate & Lettings Agency Sold to Lomond2024
Strategic acquirer: Lomond

Initium advised on the sale of Prospect Estate & Lettings Agency to Lomond.

Sell SideSell Side Advisor
Retail & E-Commerce1
Kettlewell Colours Sold to Refined Brands Group2023
Strategic acquirer: Refined Brands Group

Initium advised the shareholders of Kettlewell Colours on the sale to Refined Brands Group.

Sell SideSell Side Advisor
Software & SaaS2
DPS Software Sold to The Access Group2023
Strategic acquirer: The Access Group

Initium advised the shareholders of DPS Software throughout the acquisition by The Access Group, a leading UK enterprise software provider.

Sell SideSell Side Advisor
Show Data Systems Sold to Jonas Software2023
Strategic acquirer: Jonas Software

Initium advised shareholders throughout the acquisition of Show Data Systems by Jonas Software, a leading software acquirer.

Sell SideSell Side Advisor