Retail insurance brokerage
Commercial and personal lines, including books of business and renewal rights.
For M&A Advisers
Representing buyers with defined acquisition mandates.
If you are selling a business, division or book of business that fits one of our mandates, send it to us. We review it and tell you where we stand.
Confidential discussions. Clear feedback. Direct senior involvement.
Active call — insurance brokerages
We are actively buying insurance brokerages.
MGAs & program administrators
Specialty underwriting and program distribution.
Benefits & group retirement
Employee benefits and group advisory practices.
Owner-operators considering a sale are welcome to approach us directly.
What to send
Six lines is enough for a first look.
01Industry / subsector
02Geography
03Approximate size
04Transaction type
05Process timing
06High-level investment highlights