Financial Performance and Risk Management Overview
LEADING BROKER PLATFORM: PROVEN M&A ABILITY
COMPLEMENTS STRONG ORGANIC GROWTH
75+ years of operating history
•
More than 700 employees across 58 office locations in Ontario
Prominent, highly valued brands
Premiums
Current
Ambition
•
Seasoned management team with track record of value creation
~$750M
$1B+
•
Cultural alignment and community leadership
Strong performance and sustainable growth
•
•
•
Robust operating margins and a 3-year compound average premium
growth rate in the low-teens
Access to 50+ markets with a robust product suite
18 brokerages acquired over the last 6 years with accretive returns
•
Unique management ownership model
Our portfolio of broker investments is
expected to generate operating income
before finance costs, taxes and minority
interests of approximately
$60M annually
definity.
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