Merger of Aston Scott and Lark




case study astonlark


Global PMI Partners led the merger of two UK mid-sized insurance brokers from close through to integration day.

  • Introduced by Bowmark Capital to the newly appointed executive team of merging portfolio companies, we led the integration of Aston Scott and Lark into a new merged insurance broker 
  • From legal close through to integration day, we led the integration programme and oversaw all internal change programs within the combined group, including additional bolt-on acquisitions 
  • Reporting into Head of M&A as well as Bowmark Operating Partners, we also acted as interim ‘Chief of Staff’ for the Exec team, leading meetings and setting the agenda 
  • Setup and managed integration program from close through to integration, managing Day 1 preparation, workstream introductions and kick-off, as-is process blueprinting and end-state design and integration project planning


Sector/s
Insurance

Services Delivered
M&A Integration

Countries Involved
United Kingdom


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