For Insurance Professionals / Broker Principals with Legitimately Transferable Portfolios
11-Jan-21
We encourage those rare (and fortunate!) insurance professionals who believe they may not be encumbered with contractual obligations re transferring their portfolio to get in touch with the Mergers, Acquisitions & Specialist Assignments Practice at Aston Charles - an awarding-winning, specialist general insurance recruitment consultancy. We are able to provide a range of solutions to Broker Directors, Appointed Representatives and Account Directors etc. who are legitimately able to transfer all, or a portion of their portfolios, without breaching their non-competes, covenants or other areas of their contracts. For those insurance professionals who are not sure if their contracts hold tight, to ensure confidentiality, our clients will seek specialist legal counsel, and provide you with a letter of indemnity to protect you, should you join. Needless to say, in order to protect your interests, they are willing to sign an NDA in advance. We are representing a number of firms that are seeking to make strategic acquisitions of brokers and individual Account Executives’ portfolios. We welcome applications from interested parties based across the UK and Republic of Ireland, and wish to hear from ‘general practitioners’ controlling miscellaneous commercial portfolios, as well as those whose books have a bias towards niche industry sectors or classes of business such as Medical Malpractice, Construction or High Net Worth, to name but a few. We have vetted our clients to ensure they have a genuine commitment to acquire portfolios and brokerages, together with the funds to do so. Our prestigious clientele have an appetite for portfolios and acquisitions of all sizes; for example, mini-acquisitions (such as firms from other areas of the professions who have built a small commercial portfolio of connected business, and wish to realise the value in this portfolio and get back to concentrating on core business), Account Executives with six-figure commission and ...
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