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About Us:

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.  

Prior to establishing his very successful consulting firm, Robert began his career with one of the top ranked Canadian Insurance Companies, quickly rising through the ranks to become a top producer, then regional manager, before being selected to be the director of training for Canada.  After this successful run, his entrepreneurial spirit pulled him into establishing his own independent insurance brokerage.  Here too he found success, and quickly built up his brokerage into a multi-location operation.  In the process he personally negotiated and purchased 12 brokerages, and in so doing found his long-term professional calling.

Seeing the need in the marketplace and the value he could create for his clients, Robert made the bold move to sell his insurance operations and move full-time into consulting with and exclusive focus on the general insurance industry.  In addition to the key and core areas, that are the focus of the firm, Robert O'Connor stands ready to be of assistance to brokerage owners and insurance professionals in a number of different areas.  Robert is an accredited expert witness on business valuations in the Supreme Court of British Columbia, has represented Brokers interests in official hearings with ICBC, is an award winning speaker and has provided seminars on numerous and timely insurance subjects to the insurance Brokers of B.C. and across Canada.

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!

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