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How to choose the right partner and optimise a deal when selling your insurance brokerage

Mergers and acquisitions are the talk of the town in the insurance space. Regional brokerage deals are gaining momentum and popularity, but what’s driving this appetite?

In this episode sponsored by Global Risk Partners, we chat with a roundtable of experts on optimising these insurance deals. Find out how brokers decide it’s the right time to sell and who to sell to. Panelists include Michelle Taylor, UK Head of Sales and Distribution Retail at Zurich Insurance, Steven Ross, Group Head of Mergers and Acquisitions for Global Risk Partners, Sarah Giles, Director at Newstead Insurance Brokers, Roddy Simpson, Partner at Resolution Partners, and Julien Boughton, CEO of Allen Thomas Insurance Group.
Listen now and gain insight into:
  • Why it’s important to have clear objectives from the sale before choosing an acquirer
  • The key drivers of sale value and how to prepare the business to maximise sale value
  • Why sellers need to find the right partner and be wary of the “Dutch auction”
  • How different acquisition approaches can impact stakeholders