Robertson Morris offers consulting services for the merger or acquisition of general insurance brokerages.
Our approach to these transactions is based on finding the right match of business partners. For those interested in completing a merger or acquisition, we ascertain the type of brokerage that is being sought in terms of geographic location, mix of business, and premium volume.
For those interested in finding a buyer for their equity position in a brokerage, we will ascertain the profile of a suitable purchaser.
Having matched the potential buyer and seller, we help guide the parties in closing a deal that meets the requirements of both sides. This includes executing confidentiality agreements, overseeing the due diligence process, as well as establishing a fair market value based on normalised earnings.