M&A Environment in Ontario – Strategies for Small Brokerages

Mergers and acquisitions are becoming more common place in the broker channel as large consolidators continue to acquire brokerages. In this session, the team from Smythe Advisory will provide a snapshot of where the Canadian and Ontario P&C market is and provide some performance benchmark results as a point of reference.

After that, the team will highlight what forces are currently driving mergers and acquisitions, provide insight on what smaller brokerages can do in the face of the current market issues, list alternatives to those thinking about selling, and give advice on how to maximize the value of your brokerage when presenting to an interested party.

Finally, the team will go through a sales process example of what an alternative exit model could like.

Learning Objectives:

• List what forces are driving mergers and acquisitions
• Identify alternatives for smaller brokerages thinking about selling
• Formulate a plan to maximize the value of your brokerage
• Illustrate what a divestiture process timeline looks like
• Identify common deal risks

Recommended for:

Broker Management, Small Brokerage Owners