3 example reasons to sell a minority stake…

Accelerate growth

Accelerate organic growth and/or support future acquisitions.

Adding capital into your insurance brokerage can really help facilitate growth ambitions. This could be a re-structure, a new branch, boosting organic growth or carefully selected acquisitions of local brokers. Or a combination.

Learn More

Buy Out Shareholder

There are many reasons why a business may want to buy out an existing shareholder. A shareholder may be approaching retirement age and quite rightly wants the equity release for retirement.

Learn More

Succession Planning

A sole owner, or majority shareholder, of an insurance brokerage maybe planning retirement in the next 2-5 years and taking a minority investment could help facilitate retirement and succession planning.

Learn More

The Broker Investment Group can also assist insurance brokers with the following:

Strategic Planning

Allow The Broker Investment 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.


The Broker Investment Group has an in-house marketing consultant with 15 years’ experience in assisting insurance brokers with their digital and print marketing strategy and communications. This includes New Business and Renewal marketing support.


FCA and other factors such as GDPR have made compliance within a modern-day insurance broker more challenging and time consuming as ever. Allow us to share best practice and support you.

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.

New Branches

We have assisted brokers expand their reach into new geographic areas. Sometimes a key insurance account executive becomes available to hire who lives/operates in a different location to your business, this is an ideal opportunity to grow your market share and book.

Budget and Accounting

Support for forecasts, SOTO’s, budgets, targets, revenue, and profitability.

Acquisitions and Due Diligence

This includes identifying or introducing potential acquisitions, assisting in valuations, and support in due diligence.

Talent Sourcing

The Broker Investment 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. This could be front line Insurance Advisors or Commercial Account Managers or back-office roles in accounts or compliance for example.

Fund Raising

If you are planning acquisitions and need further borrowings, The Broker Investment Group can introduce lenders who have both the appetite and understand the intricacies of buying insurance brokers.

Subscribe for Email Updates

Sign up for helpful hints for insurance brokers across the UK

Marketing by