PGD Strategy

Specialist Corporate Finance and Strategy Consultants

“PGD Strategy was instrumental in bringing out a shared vision which helped us to progress the development of our group.”

Richard Tee, CEO, Heritage Group

“Peter Droussiotis is an accomplished and results-oriented M & A advisor and transactional project manager.”

Bronek Masojada, CEO, Hiscox Group

“PGD Strategy’s excellent strategic advice and transaction execution capabilities are equalled by the integrity of its team.”

Nick Heys, CEO, Artex Risk Solutions (International)

“Peter Droussiotis understands 'people’, he quickly identifies their needs and brings benefit to all, that's Peter.”

Robby Sukhdeo BEM, Founder and Owner, Pavilion Sports and Cafe

“Peter Droussiotis’s analytical and disciplined approach to corporate finance has been a hallmark of PGD Strategy’s success.”

Mark Hvidsten, Vice-Chairman, Willis Re Inc.

“PGD Strategy originated and helped us complete our first strategic acquisition for Thistle, our insurance distribution platform.”

Dominic Burke, CEO, Jardine Lloyd Thomson Group plc

“PGD Strategy provided excellent value for money in helping us promote and negotiate the sale of our business.”

Nigel Hucknall, formerly CEO & principal shareholder, Brooks Braithwaite (Sussex) Ltd

“PGD Strategy’s strategic insights and extensive networks enabled us to develop new partnerships and distribution capabilities.”

Rob Isaacs, CEO, Union Income Benefit Holdings Ltd

“PGD Strategy possesses deep knowledge of the insurance industry and of the key drivers that are essential for successful deal-making.”

James Gerry, Chairman, GB Underwriting

“PGD Strategy has a wealth of knowledge and a huge diversity of connections in the Lloyd’s and international insurance markets.”

Marc van der Veer, General Manager, PartnerRe Wholesale

gallagher logo artex logo heritage

We advised the shareholders of Guernsey-based Heritage Group on the sale of the group’s insurance captive management operations (“HIM”) to Artex Risk Solutions, A J Gallagher's Bermuda-based captive management and alternative risk programs operation.

The transaction brief was preceded by and resulted from a successful strategic consultancy assignment which assisted Heritage Group management in the development of a shared corporate vision and strategy for the organisation.

Established in 1993, HIM is a leading captive management company specializing in the formation and management of insurance and alternative risk solutions for its global clients primarily outside North America. HIM will continue to operate from its Guernsey, Malta, Gibraltar and London locations as part of Artex Risk Solutions.

Arthur J. Gallagher & Co., an international insurance brokerage and risk management services firm, is headquartered in Itasca, Illinois, has operations in 27 countries and offers client service capabilities in more than 140 countries around the world through a network of correspondent brokers and consultants.

The Heritage Group, which has become wholly management-owned following the transaction, now focuses on its remaining fives specialist businesses: (1) fund management, administration and depositary business; (2) corporate administration; (3) insurance broking; (4) insurance underwriting and (5) professional support services.

PGD Strategy successfully concluded a complex, multi-jurisdictional transaction involving a diversity of management, non-management and institutional shareholders.

  • INDEPENDENCE
  • ADDED VALUE
  • SPECIALIST CLIENT KNOWLEDGE
  • PERSONAL SERVICE
  • DISCRETION

ABOUT US

PGD Strategy is an independent corporate finance advisory and strategy consulting firm based in London, England.

PGD Strategy is authorised and regulated in the United Kingdom by the Financial Conduct Authority.

CONTACT US

PGD Strategy Limited
Kemp House, 152 – 160 City Road
London EC1Y 2NX
United Kingdom
T: + 44 (0) 20 7689 7520, D: + 44 (0) 20 8826 0295
Contact: Peter Droussiotis
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