Consulting to the Insurance Industry for over 30 years
Leverage our Experience to Achieve Your Goals!
Selling your Insurance Brokerage
After all your years of hard work, sacrifice and dedication, you only get one chance to sell your Company. With that in mind, we work closely with you to obtain the maximum value you receive in the sale of your Brokerage. But, beyond the important monetary concerns, we also focus on the other important things that matter to you.
Purchasing an Insurance Brokerage
If growth by acquisition is part of your strategic plan for the future, then we would look forward to the opportunity of working with you to effectively bring your expansionary plans from the drawing board, developing a purchasing plan, through implementation of that plan and to a successful and rewarding outcome.
Valuations & Strategic Planning
In today's competitive and fast changing general insurance marketplace, companies should be always seeking ways to improve growth, efficiency, efficacy and profitability. Let us work with you to design a plan to achieve your Brokerage's business goals, both short, medium and long term.
Robert O'Connor & Company is a management consulting firm offering unique services to the Canadian Insurance Industry. It is an independent and professional firm specializing in corporate mergers & acquisitions, divestitures, strategic planning and related services. The principal, Robert O'Connor and his associate Duane Petersen have a high degree of expertise resulting from a broad range of backgrounds and experience in the insurance and related fields which are critical in ensuring the most successful outcomes.
When you are considering either selling your Brokerage or looking for growth by acquisition, these are some of the most important decisions you will ever make in your corporate life. At these most crucial times, experience really matters! In the last 30 plus years, Robert O'Connor & Company has represented more buyers and sellers than any other insurance focused consulting firm in Canada. Over the years we have had the opportunity to work with a wide range of clients, from small start-up brokerages, larger regional brokerages, credit unions and publicly traded companies.
Our overriding objective is to help our clients build and develop their brokerages to reach their optimal personal and professional goals and objectives. And when the time comes to sell, to achieve the greatest value for their insurance operations, and obtain the financial reward for all of their hard work, sacrifice and dedication over the years. We pride ourselves on providing our clients with the highest level of service and expertise.
Leverage our experience to achieve your goals!