P&C Insurance Brokerage Profitability – Let’s Talk Contingent...
Financial and tax advisor to a strategic purchaser on the acquisition of a restoration company, providing due diligence services including quality of earnings report and tax structuring.
Advisor to the vendor on the sale of Double Trouble Brewing, including preparation of all sale materials, seeking buyers, controlling the auction process, negotiating the purchase price and final terms of the agreement.
Financial and tax advisor to the shareholders of a trade school in its sale to a private equity firm, including advising on transaction structuring, financial projections and review of agreements.
Financial advisor to an employee on an equity investment in a veterinary hospital, providing assistance on pricing and negotiation strategy.
Financial and tax advisor to a strategic purchaser on the acquisition of a retail merchandising company, including advising on transaction structuring and review of agreements.
Transaction and tax advisor to the shareholders of a beverage distribution company in its sale to a financial purchaser.
Transaction advisor to the shareholders of Wyatt Dowling Insurance Brokers in its sale to Wawanesa Insurance, providing full sell-side advisory services.
Calculation of post-closing adjustments on the acquisition of an insurance brokerage by a private equity firm.
Financial advisor to a distribution company on its short-term bridge financing, including preparation of the financing proposal and negotiations with lenders.
Financial advisor to Waypoint Insurance on Key Insurance, advising on transaction structure, financial modelling and negotiations.