Buying or selling an intermediary: Lessons from the front line part 1 – finance and regulation

In the first of a three-part series on broker M&A, Will Lanyon, partner in PKF Littlejohn’s transaction advisory team, examines the financial and regulatory issues broker leadership teams should consider during acquisitions.

Merger and acquisition activity in the UK insurance intermediary sector remains at an elevated level, despite rising interest rates and concerns about the health of the economy. 

However, this tougher economic environment has had some impact on the prices being paid by acquirers and the degree of scrutiny buyers are undertaking. The result is that some deals are taking longer to complete, with a few even being shelved part way through the process. 

So how do you ensure that your acquisition or