We understand that acquiring a business is one of the most significant decisions a business owner will face, that’s why our experts use a careful and methodical process to ensure buyers are matched with the right partner.
CONNECTING YOU TO QUALIFIED SELLERS
Our seven step M&A process ensures we’re both systematic and diligent in supporting our clients through one of the biggest decisions they’ll ever have to make. Whether it’s new or smaller businesses planning a merge, established businesses with sights on further expansion, or organisations looking to branch into new geographies, we’re here to help.
OUR SEVEN STEP PROCESS
Though the nature of M&A means every process is nuanced and requires a tailored approach, our below steps guarantee maximum support and consistent results throughout all individual cases.
1. Meeting
We clarify your vision, goals, and seller needs to identify transaction value drivers and mitigate risks. Whether you’re looking to expand territories, markets or product lines we help you find the right partner.
2. Strategy
Once we understand how your business works we compile a strategy that utilises our sophisticated technology, data and extensive network. It includes milestones, timescales and clear expectations.
3. Marketing
If needed, marketing tactics are designed to elevate your brand in the market to attract potential sellers. We also introduce clients to tax, accounting and legal specialists for guidance early on in the process.
4. Qualified sellers
We establish a panel of suitable businesses with mutually aligned values and cultures. Essential background information and data is provided to help clients select their preferred options.
5. Feedback
Dedicated support is provided to help clients carefully assess their options. Our specialists then work with clients to progress next steps and secure any offers from compatible businesses.
6. Due-diligence
Our team provides dedicated support throughout the process, offering guidance on all due diligence. We ensure issues are dealt with promptly, acting as an intermediary until contracts are signed.
7. Post-transaction
Our M&A team is on hand to provide support you may need post transaction, whether that’s talent acquisition, organisational re-design or marketing. We ensure you have what you need for future success.
OUR INSURANCE M&A SOLUTIONS
Hear from our specialists on how our buy and sell solutions empower businesses to unlock growth.
OUR FINANCIAL SERVICES M&A SOLUTIONS
James Salmon, FS M&A specialist shares insight on our tailored M&A solutions for financial firms.
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“Things are going great! The process was quick and your help and support are immensely valued. I feel like I've known people there for years. I went on holiday in August and for the first time in 22 years, I didn’t have to look at a computer screen!”, Phil Buchan, Hillier Buchan.
Kim Mathers, M&A Specialist -
"IDEX continue to demonstrate their skill in sourcing and introducing high quality broking businesses that are aligned strategically and culturally with Clear. Buyers and sellers interests are fully understood and well managed throughout the process, leading to very successful outcomes for all parties”, Paul Beck, M&A Director, Clear Insurance Management.
Colin McKenna, M&A Commercial Director -
“Kim understands the challenges of small independent brokers and I personally feel, just genuinely wants to help. IDEX have so many connections and relationships across the insurance market, you’d be a fool not to speak to them if you’re thinking about selling your business. I highly recommend IDEX to any broker considering a similar move, your interests will be in trusted hands”, Phil Buchan, Hillier Buchan.
Kim Mathers, M&A Specialist -
“IDEX's approach was different. The thought of selling my business and retiring, was a bit scary at first. But soon after I met with Kim Masters, our lead M&A advisor, I felt supported and like I was amongst friends, which made the process a lot easier and actually quite exciting. Kim took the time to listen to my goals and concerns. She spoke openly about the process and the options available, without any hidden agenda or sales-driven pressure”, Phil Buchan, Hillier Buchan.
Kim Mathers, M&A Specialist -
"As IDEX are independent, you can trust they are supporting you for genuine reasons, no hidden agenda. If I ever had any queries or needed to discuss anything as part of the process, they were there to support me, without charge too. I know similar companies charge the seller for support”, Adrian Morton, Morton Insurance Brokers.
Kim Mathers, M&A Specialist -
"IDEX listened to my needs and took time to understand what I wanted on a personal level as well as what I wanted to do with my business. When I spoke to SRG they were already aware of what I wanted and were able to accommodate. Kim kept me in the loop at every stage and made the process comfortable”, Adrian Morton, Morton Insurance Brokers.
Kim Mathers, M&A Specialist
WE CAN SUPPORT YOUR SELL SIDE NEEDS WITH EXPERT PRECISION
Your challenge is our challenge, we’re here to partner with you every step of the way.