Financial Services Insurance Brokerage Services sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Financial Services Insurance Brokerage Services
1.1 - About Financial Services Insurance Brokerage Services sector
Companies in this category act as multi-line insurance brokers that design, place, and manage coverage for businesses and households. Through market access and advisory expertise, they secure tailored policies across property & casualty and employee benefits, provide risk control guidance, and support claims. Financial Services Insurance Brokerage Services deliver reduced total cost of risk, improved coverage fit, and operational resilience by negotiating with carriers and orchestrating ongoing policy service.
Typical offerings include commercial general liability and property programs, workers’ compensation placement, and personal lines such as home, renters, auto, and flood. Many firms add specialty lines for aviation and crime, plus employee benefits consulting and plan administration. They provide risk control assessments, OSHA compliance training, and loss prevention, along with claims advocacy, incident reporting workflows, and carrier negotiations. Program benchmarking, renewal strategy, and policy audits help optimize coverage structures and premiums.
Primary customers include mid-market and enterprise companies across industries, small businesses seeking turnkey risk programs, and individuals requiring comprehensive personal coverage. Outcomes include lower total cost of risk through competitive placement, better loss performance via risk control, faster claims resolution with advocacy, and improved compliance with regulatory requirements. Buyers also gain data-driven visibility into exposures, streamlined renewals, and more predictable insurance budgeting.
2. Buyers in the Financial Services Insurance Brokerage Services sector
2.1 Top strategic acquirers of Financial Services Insurance Brokerage Services companies
Gallagher
- Description: Provider of personal insurance brokerage and advisory services offering home, auto, life, recreational vehicle, jewelry, watercraft, liability and cyber coverage through a global carrier network and local experts to safeguard clients’ assets and lifestyle.
- Key Products:
- Home/Renters Insurance: Protects homeowners or renters by covering damage or loss of residences and belongings, helping maintain financial stability after unexpected events
- Auto Insurance: Provides tailored coverage for household drivers, addressing vehicle damage, liability and other motoring risks specific to each family’s needs
- Bundled Home and Auto: Combines property and vehicle policies into one package, reducing premiums and effort while ensuring coordinated protection across both assets
- Cyber Liability: Shields personal data and identity through specialized policies that mitigate financial loss and provide peace of mind against cyber threats.
- Rationale: Provider of Home/Renters Insurance brokerage for tailored household coverage, Auto Insurance placement, and Cyber Liability personal data protection policies.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
2.2 - Strategic buyer groups for Financial Services Insurance Brokerage Services sector
M&A buyer group 1: Insurance Risk Management
Gallagher
- Type: N/A
- Employees: ●●●●●
- Description: Provider of personal insurance brokerage and advisory services offering home, auto, life, recreational vehicle, jewelry, watercraft, liability and cyber coverage through a global carrier network and local experts to safeguard clients’ assets and lifestyle.
- Key Products:
- Home/Renters Insurance: Protects homeowners or renters by covering damage or loss of residences and belongings, helping maintain financial stability after unexpected events
- Auto Insurance: Provides tailored coverage for household drivers, addressing vehicle damage, liability and other motoring risks specific to each family’s needs
- Bundled Home and Auto: Combines property and vehicle policies into one package, reducing premiums and effort while ensuring coordinated protection across both assets
- Cyber Liability: Shields personal data and identity through specialized policies that mitigate financial loss and provide peace of mind against cyber threats.
Buyer group 2: ████████ ████████
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●● companies3. Investors and private equity firms in Financial Services Insurance Brokerage Services sector
3.1 - Buyout funds in the Financial Services Insurance Brokerage Services sector
2.2 - Strategic buyer groups for Financial Services Insurance Brokerage Services sector
4 - Top valuation comps for Financial Services Insurance Brokerage Services companies
4.2 - Public trading comparable groups for Financial Services Insurance Brokerage Services sector
Valuation benchmark group 1: Global Commercial Insurance Brokerage Firms
Marsh & McLennan
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of risk management, insurance brokerage, reinsurance services, talent management, investment advisory, and management consulting, delivering specialized services and strategic advice to clients globally through four main operating companies.
- Key Products:
- Insurance Brokerage: Comprehensive brokering services for property, casualty, and specialty insurance
- Risk Management Consulting: Strategic risk management consulting, including cyber risk, crisis management, and enterprise risk management
- Reinsurance Services: Specialized reinsurance solutions across various sectors
- Talent Management: Solutions for talent management, including employee benefits and health
- Investment Advisory: Investment advisory services focusing on maximizing organizational effectiveness and mitigating financial risk