Leading advisors in the property and casualty insurance industry

Smythe Advisory is a leading advisor to the Canadian Property and Casualty (P&C) industry. With over 25 years of experience, our team of Chartered Business Valuators has deep knowledge and experience dealing with financial issues related to the distribution of insurance. Our clients include brokers, managing general agents, underwriters, lenders and investors.

Services We Provide to the Canadian P&C Insurance Industry

  • Preparation of valuation reports used for litigation or shareholder succession;
  • Sell-side engagements including full or partial equity divestitures
  • Buy-side engagements including due diligence and quality of earnings reviews
  • Assistance obtaining appropriate financing
  • Preparation of broker insight reports
  • Analysis of book and producer performance
  • Financial modelling and projections

Our Expertise in the Industry

Smythe’s P&C Advisory team has extensive academic experience and certifications, including Bachelor Degrees in finance and accounting, as well as Chartered Professional Accountant (CPA) and Chartered Business Valuator (CBV) designations.

In addition to being engaged to represent some of the largest brokerages and financial institutions across Canada, our articles and blogs are regularly featured in Canadian insurance publications, including the Canadian Underwriter and InsBlogs websites. In addition, we produce the Property and Casualty Insurance Brokerage Report which is trusted and downloaded by hundreds of brokers across Canada and the United States.

Recent Projects We Have Completed

  • Exclusive financial advisors for two brokers located in Alberta and Manitoba in their 100% divestitures
  • Exclusive financial advisors for the sale of a specialized book of business
  • Advisors on the purchase of an online digitized insurance distribution brokerage
  • Assisted in the negotiations and related financing for a management buy-out of a majority shareholder
  • Preparation of Quality of Earnings review for the acquisition of a brokerage
  • Preparation of various valuation reports for matrimonial and shareholder litigation
  • Development of financial modelling to measure producer metrics
  • Financial advisors on the tax reorganizing and refinancing of a brokerage

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