Success beyond succession

Could a succession partner be the key part you’re missing? Buying or selling, we’ll make the introductions you need to find success in succession.


The insurance market is in a state of dynamic flux, with ever increasing challenges including changing customer demands, digitalisation and regulation. Acquisitions and consolidations are firmly back on the agenda after a quieter period following the financial crisis.

We’re clear in our desire to see a thriving independent broker channel. We’ve never been so well equipped to offer regional independent brokers the support they need to grow their businesses. But if a broker does decide to sell we have a variety of options to support them.


Support for both buying and selling brokers                                                      

We’ve developed a proposition that puts customers, staff and expert advice at the heart of our approach alongside access to a range of financial tools that incorporates;

  • succession planning and exit consultancy
  • initial strategic acquisition growth planning
  • financial due diligence
  • customer-centric insurance programmes for business portfolios
  • the provision of employee benefits
  • human resources consultancy in integrating workforces,  functions and operations
  • financial instruments to support acquisitions or MBO’s


Do you want to find out more?

Contact one of our succession experts for a confidential chat;


Nick Burrows

07889 363 549


Michelle Hardy

07800 692 256 

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