Continuum Advisory Partners

Thanks to Financial News for featuring our vision and growth journey. Since our founding less than two years ago, we've grown to a team of close to 40, with ambitious plans to expand across London, Europe and the USA. Our focus remains clear: delivering independent, relationship-driven advice in the financial services sector, including insurance, wealth management, financial technology and professional services. We're taking a different approach from traditional boutiques. Our model, inspired by the classic merchant banks, emphasises long-term relationships and trust over transactional dealings. Sometimes the best advice is to not do a deal at all. As our Chairman Cahal Dowds notes, "We're going back to the future" with our culture centred on teamwork and trust. We're proud that 21 of our current team members have worked together for over a decade across multiple organisations. We're growing thoughtfully, focusing on individuals who share our values and vision for client service. We're excited about our future as we continue building our unique financial services advisory firm. #InvestmentBanking #FinancialServices #MandA #Growth #Leadership Find the link to the article in the comments below.

We are thrilled to announce our role as exclusive financial advisor to Griffiths & Armour in its sale to Aon. This transaction showcases our team's deep insurance sector expertise, and we are proud to have played a vital role in this strategic partnership.  Thanks to our client Griffiths & Armour for trusting us to deliver the ultimate deal and to Simon Barrass, Garth Hackshall, James Sutton and the entire Continuum deal team, whose teamwork and unwavering commitment to always putting the client first shone brightly on this transaction. Read more about the deal in the link in the comments below.

The Continuum Wealth advisory team, led by Myles Phillips, Patrick Lawther and William David is proud to have acted as Financial Adviser to Titan Wealth on its acquisition of Ravenscroft Investments Limited. Ravenscroft, a prominent wealth management services business in the Channel Islands, will elevate Titan Wealth’s total AUM/AUA to £27bn. Thank you to our client Titan for, once again, trusting us to deliver exceptional results.   Read more about the deal in the link in the comments below.

The Continuum Wealth advisory team, led by Myles Phillips, Patrick Lawther and William David is proud to have acted as Financial Adviser to Titan Wealth on its acquisition of Ravenscroft Investments Limited. Ravenscroft, a prominent wealth management services business in the Channel Islands, will elevate Titan Wealth’s total AUM/AUA to £27bn. Thank you to our client Titan for, once again, trusting us to deliver exceptional results.   Read more about the deal in the link in the comments below.

We're pleased to announce two exceptional new additions to the Continuum Advisory Partners team: Patrick Lawther and Cody Nissen. Patrick joins us from Deloitte to co-lead our wealth, pensions, and asset management M&A advisory business alongside Myles Phillips. With two decades of experience in the sector, his expertise will be invaluable to our clients. Cody joins us from Goldman Sachs' FIG investment banking team, bringing unique experience in financial technology and software. A former US Marine Corps infantry officer, Cody's leadership and expertise will strengthen our fintech advisory capabilities. Continuum has grown substantially since inception and we see tremendous opportunity to continue our growth momentum in the coming years. To capitalise on it, we continue to invest in our core sectors, including wealth and financial technology and software advisory, where Patrick and Cody bring substantial expertise. Our co-founder Garth Hackshall said: “Patrick and Cody chose to join Continuum over a number of competitors because we are offering something different to our people and clients: the somewhat forgotten sense of trust and teamwork. These values – prevalent in the latter-day merchant banks but are too often neglected or absent in our industry – are central to how Continuum operates.” Welcome to the team. #CorporateFinance #MandA #WealthManagement #FinTech 

PE Strategies for Accountancy Firm Leaders Accountancy Daily invited James Sutton, Director, Financial Services Investment Banking with us at Continuum Advisory Partners, to help accountancy firm leaders understand private equity (PE) growth opportunities. He explains that PE firms are increasingly eyeing mid-market accountancy practices, but not every opportunity is the right fit. When considering PE partnerships, firms should: 1. Seek partners with sector expertise and cultural alignment 2. Evaluate growth strategies and value-add beyond capital 3. Prepare by professionalising operations and focusing on high-growth services 4. Consider working with M&A advisors for guidance Remember: The right PE partner can drive growth, and choosing wisely is crucial for long-term success. 👇 See the first comment below for the full article. #PrivateEquity #Accountancy #MergersAndAcquisitions

We are thrilled to announce that one of our landmark deals—the merger of Markerstudy and Ardonagh’s personal lines broking business, Atlanta— has won the Deal of the Year at the UK Broker Awards 2024. This merger, valued at £1.2 billion, creates a significant new player in the UK insurance market . We are proud of the Continuum team’s role as exclusive financial adviser to Markerstudy, showcasing our deep expertise in advising on complex transactions in the insurance sector. Congratulations to Markerstudy Group and The Ardonagh Group on this recognition, and a huge thank you to our Continuum team for their relentless dedication and insight. Together, we’ve set the stage for an exciting future in the insurance industry. 🔗 Explore the UK Broker Awards 2024 and read more about the deal in the comments.

For UK Accountancy Firm Leaders: Is Private Equity the Next Big Move? James Sutton, our Director heading up Continuum’s Professional Services sector team, offers invaluable insights in his latest article for AB. He explores the rising trend of PE investment in mid-tier accountancy firms and what it means for our sector. Key takeaways: 1. PE firms are increasingly eyeing mid-market accountancy practices 2. This trend could reshape the competitive landscape 3. Preparing for PE interest involves focusing on scalability, leadership, technology, and culture 4. Understanding your firm's true market value is crucial As Sutton notes, "For those that remain passive, there is a risk of being left behind as the market consolidates around them." How is your firm positioning itself in this changing market? 👇 See the first comment below for the full article. Read it to dive deeper into: ●     Recent PE investments in the sector ●     Critical factors PE investors consider ●     Steps to prepare your firm for potential investment opportunities #AccountancyTrends #PrivateEquity #AccountancyLeadership

The Continuum team, led by Simon Barrass, is proud to have acted as exclusive financial adviser to Liberty Mutual Insurance on its sale of Hughes Insurance to Markerstudy Group. Hughes Insurance is one of the leading Personal and Commercial lines insurance brokers in Northern Ireland with a near 50-year heritage.

Today, our sector expertise, teamwork and client-centric approach shines through as we announce our role as exclusive financial adviser to Perwyn on this exciting transaction.