Laying The Path Toward Each Unique Goal
When working with insurance brokerage leaders, we need to gain a clear understanding of their personal and professional history to assist in charting their path toward their ultimate goals. Our approach is a holistic one. We apply our financial engineering analytics, operations know-how, and extensive knowledge of the insurance M&A marketplace to develop a strategy for our client partners that will enhance shareholder value, as well as career satisfaction (having the most valuable agency on the planet but being 100% miserable is not a highly recommended strategy).
Insurance M&A Services
Who attends Cyber in Business?
This is the premier event for understanding and addressing the business impacts of cyber security. We will discuss the latest trends, analysis techniques, actionable business insights and advanced implementations of technical insights in cyber security.
Do I require any technical cyber security knowledge to attend?
Can I claim any CPE credits if I attend Cyber in Business?
Why should I attend?
1. Harness emerging technology and gain access to the latest technological advancements designed to protect Australian businesses, including artificial intelligence (AI) and machine learning (ML).
Sell-Side Insurance Advisory

Buy-Side Insurance Advisory
We build brokerages into powerhouses, but above all, help each client reach their optimal situation.

Strategic Advisory
Our mission is first and foremost to raise the valuation of our clients' agencies.
