Insurance Broking M&A Case Study

Hi everyone,

I’m preparing a pitch for a case study focused on an insurance broking company and wanted to ask if anyone has experience analysing this type of business.

I’m trying to understand what the most important areas are when assessing an insurance broker from a PE / M&A perspective.

In particular, I’d be interested in views on:

1. Business model
2. Key KPIs
3. Investment highlights
4. Due diligence / risks
5. Valuation
 

Any practical advice, case study tips, or examples of how bankers / PE investors think about insurance broking platforms would be extremely helpful.

Thank you!

2 Comments
 

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