Selling a business is so much more than a transaction; it’s an opportunity to unlock the full value of what you’ve built, secure a future for your people, and achieve your broader goals.
-
CONNECTING YOU TO THE RIGHT BUYER
Choosing the right M&A partner with strong connectivity across the market and expert knowledge of all financial and legal implications of any sale is absolutely essential. At IDEX, we don’t just facilitate deals, we work closely with you to understand your long-term vision, strategy, and priorities. It’s an emotional process and we’re by your side every step of the way.
OUR FOUR STEP PROCESS
-
01 DISCOVERY DAY
We spend a day with you to understand your business performance. This includes analysing financials, long term objectives, workforce, customer base, compliance commitments, risks and opportunities. From this we develop a business evaluation with recommendations
-
02 PREPARE
We help you organise key organisational elements such as; simplifying share ownership, tidying up the balance sheet and evidencing compliance commitments. Through a gap analysis we identify growth areas to increase your income and EBITDA.
-
03 SELL
We position your business strategically for sale, define your buyer criteria, and select high-quality partners for consideration. Our rigorous process includes a go to market strategy, due diligence support, and an optimised deal structure with competitive earn-out results.
-
04 EARN-OUT
This phase focuses on ensuring a smooth integration with the new owner and unlocking future growth potential. Areas include supporting the placement strategy for brokers, facilitating the integration of workforces and providing best practice on back office systems and technology.
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.
-
“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
M&A INSIGHTS
-
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.
