Planning to sell your broker or looking for an attractive exit strategy?
The Needham Group provides excellent solutions
Making a decision to sell, whether in whole or in part, can be a difficult process. Lots of brokers that we speak to have spent many years building up their business and wish to see their legacy, brand, staff and premises intact post-sale. Some owners wish to stay on post-sale to ensure a smooth transition for their business and key clients who they have looked after over the years.
At The Needham Group, we have community broking at the heart of our strategy. We have acquired a number of insurance brokers in our 6 years history and seeking further acquisitions into the group to complement our organic growth of circa 30% per annum.
Why Choose The Needham Group?
- Over 30 years in-house experience in acquisitions
- We’ll support you with your Marketing, Compliance, HR, Operations and IT
- High client retention and growth
- Your staff retained
- Choose to retire or stay at work
- Community broking strategy
Neal Lowe - CEO The Needham Group
If you are thinking of selling in the next few months or even in a few years, please contact us now for a confidential exploratory discussion with no obligation. It is extremely useful to know your plans even if they are some months or years away, so we can carefully plan our acquisition pipeline for the future.
We’ll also discuss how your business operates and your aspirations for the future – some sellers have found early discussions are beneficial to ensure the business is fine tuned for the exit strategy of preference.
When selling your brokerage, you can be confident that your business will be in safe hands moving forward and if you wish to remain a part of this journey we will be pleased to work with you. If you wish to speak to our previous acquisitions in your decision making process, we’ll be more than happy to facilitate this for you.
Benefits of joining The Needham Group
- You benefit from our in-house compliance, marketing and finance functions
- You benefit from our markets and placement expertise
- You have access to our "network style" ancillary products and services
- You will have active no -exec expertise at your fingertips
The Needham Group can also help brokers with the following:
Strategic Planning
Allow The Needham Group to assist you in producing a 5 year plan for your insurance brokerage. Our experts have done this for our current investments, giving a clear direction for future growth.
Market Forecasts and Data
We can source and compile market data in line with your chosen target markets. Allowing you visibility and market intelligence in your core market and any niche markets of interest.
Acquisitions and Due Diligence
This includes identifying or introducing potential acquisitions, assisting in valuations and support in due diligence.
Marketing
The Needham Group has it very own marketing team with over 15 years experience in assisting insurance brokers with their digital and print marketing strategy and communication. This includes New Business and Renewal marketing support.
New Branches
We have assisted brokers expand their reach into new geographical areas. Sometimes a key insurance account executive becomes available to hire who lives and operates in a different location to your business, this is an ideal opportunity to grow your market share
Talent Sourcing
The Needham Group are well connected in the insurance industry and know a lot of people, so we can help you find key personnel for your business.
Our Partner Insurers
