Arthur J. Gallagher & Co acquires Orb Financial Services

11 August 2016

Arthur J. Gallagher & Co. has acquired Surrey-based Orb Financial Services, adding 14 professionals to its UK-based operation. The deal continues the firm’s international inorganic acquisition drive.

Orb Financial Services was founded in Surrey in 2007. The firm provides employee benefits consultancy and brokerage services to clients and is specialised in, among others, travel and dental insurance, workplace pension schemes and auto-enrolment, group risk and healthcare coverage. The firm’s more than 180 clients are served by a team of 14, which is led by Geraint Williams.

Arthur J. Gallagher & Co. has announced that it has fully acquired Orb Financial Services, the financial conditions of the deal have not been disclosed. The team will continue to operate from its Surrey location under Williams’s leadership, and will report through Leslie Lemenage, Gallagher’s International Employee Benefit Consulting and Brokerage Operations head.

Arthur J. Gallagher & Co acquires Orb Financial Services

J. Patrick Gallagher, Junior, Chairman, President and CEO of Arthur J. Gallagher & Co says, "Orb's team is widely regarded for providing effective solutions and quality client service, which is what we look for in a new acquisition partner. Their solid culture, similar business model and commitment to delivering the highest professional standards will be wonderful additions to our international employee benefits operations. We are pleased to welcome Geraint and his team to our growing Gallagher family of professionals.”

The acquisition of Orb continues Gallagher’s international inorganic acquisition spree. The firm has, among many others, recently acquired US-based insurance brokerage The Buchholz Planning Corporation, KRW Insurance Agency, KDC Associates and White and Company. In New Zealand the business advisory also picked up Reid Manson.


SQW Group purchases property-based regeneration consultancy

19 April 2019

UK consulting firm SQW Group has completed its first acquisition since it completed a management buyout in January 2019. BBP Regeneration joins the company having collaborated with SQW for more than 20 years.

Established in 1983, SQW Group now operates all over the world. Comprising SQW, Oxford Innovation, Oxford Innovation Services – one of the UK’s leading innovation centre operators – and Oxford Investment Opportunities Network, the organisation’s origins can be traced to Britain’s two ancient university cities: Oxford, through Oxford Trust founders, Martin and Audrey Wood, and Cambridge, through SQW’s work in producing The Cambridge Phenomenon.

The consultancy specialises in public policy, working with entities from the public, private and voluntary sectors to research, develop, implement and evaluate social and economic development interventions. It now employs over 250 people across regional offices in London, Oxford and Edinburgh, and provides business support to over 4,000 entrepreneurs and small businesses each year. At the start of 2019, SQW secured its independence in a management buyout, advised on by M&A experts from Liberty Corporate Finance and Penningtons Manches.

SQW Group purchases property-based regeneration consultancy

SQW has strengthened its position as a provider of services across the business spectrum with the acquisition of BBP Regeneration. Founded in 1994, the consulting firm specialises in land and property-based regeneration and growth schemes, and is a leading social and economic development consultancy. 

The two firms first worked together over 20 years ago, when SQW and BBP collaborated to develop the first Regional Economic Strategy for the South East. More recently, they developed an economic strategy for Thanet and are now working together in locations stretching from Cwmbran via Oxfordshire to London.

With the addition of BBP, SQW can now provide an integrated advisory service for organisations developing property schemes which deliver economic benefit to their local area. By joining SQW, meanwhile, BBP hopes to further enhance its ability to support clients in delivering property and place-making ambitions. 

Speaking about the deal, SQW CEO David Crichton-Miller commented, “The UK more than ever needs solutions to the challenges of places – of high streets under threat, of meeting housing delivery targets, and of both economically over-successful and economically challenged towns and cities – and the combination of SQW and BBP is uniquely suited to developing those solutions. [This deal] brings together critical and complementary services relating to places to serve our clients with leading edge and practical advice.”

Andy Smith, Director of BBP Regeneration, added, “SQW shares with BBP the same values of seeking to provide outstanding, practical, real world advice that helps get buildings built and places developed.  We greatly look forward to the opportunities that come from joining our two organisations together.”