IDEX Launches Specialized M&A Advisory Service for Insurance Brokers and MGAs

IDEX Consulting has introduced a new mergers and acquisitions (M&A) advisory service targeting insurance brokers and managing general agents (MGAs), addressing a notable gap in the insurance sector's M&A landscape. This service employs a long-term partnership approach, working with clients over six to twelve months to enhance their income and EBITDA, aiming to boost appeal to potential buyers.

Distinct from traditional transaction-focused advisors, IDEX's methodology focuses on business preparation and optimization, strategic buyer-seller matching from an extensive network of over 40,000 businesses, and comprehensive post-transaction support including talent acquisition and technology integration. This approach caters specifically to the complexities of insurance brokers facing sophisticated e-trading and broking systems.

The M&A advisory service is designed by industry insiders for brokers and MGAs, combining substantial M&A expertise, talent acquisition strengths, and deep understanding of insurance technology platforms. This unique combination aims to provide value beyond conventional advisory models and support successful exits.

Operating with a team whose collective experience exceeds 200 years, IDEX fills a previously underserved niche in the insurance M&A market, extending services to both UK and international clients. Its comprehensive service offering addresses preparation, transaction, and post-transaction phases to drive growth and maximize sale outcomes.