It is sometimes a struggle for small and medium sized carriers to remain relevant in today’s market.  Focusing on niche products and markets has historically been a successful strategy. However, competition continues to pressure small and medium sized insurers.  Investments by larger carriers in InsurTech ventures as well as the recent acquisitions of major program managers by large carriers are transforming the landscape.  Small and medium sized companies with limited capital or access to capital will remain vulnerable as these trends continue. Business combinations that create financial and operational synergies and enable more efficient capital management can benefit both buyers and sellers and position the combined entity to more effectively compete in this changing environment.

Global Insurance Partners’ M&A services address both buy side and sell side engagements.  GIP brings more than 35 years of financial and operational experience in the insurance industry.  GIP can manage the M&A process and relieve management of the day to day details of the acquisition process while enabling company management to focus on the key decisions to be made while continuing to manage their current business.

GIP’s buy side M&A Services include:

  • Outsourced Strategy and Corporate Development
  • Deal process management and advisory
  • Target company identification
  • Target evaluation – strategic, financial, operational
  • Identification of synergies
  • Due Diligence
  • Financial models
  • Coordination of advisors, including investment bankers
  • Post-closing integration management

GIP’s sell side M&A Services include:

  • Deal process management and advisory
  • Analysis and evaluation of proposals
  • Financial projections
  • Due diligence coordination
  • Coordination of advisors, including investment bankers
  • Coordination with buyer on post-closing integration

GIP can work with and coordinate your company’s staff and external advisors.  GIP also works with a network of professionals and advisory firms, including actuaries, attorneys, accountants, investment bankers and tax professionals and can bring a full team of advisors to the engagement if necessary.