Ethos Broking is a collection of like-minded insurance brokers that all share similar values and ambitions, but retain their own unique brand identity.
Ethos Broking is actively investing in professional insurance broking businesses, providing the expertise and capital to turbo charge growth and take the business to new heights.
Help you growyour business
Help you increaseyour business value
Help you withbusiness efficiency
Help youwith funding
Help you withsuccession planning
see your business becomeeverything you dreamed
Ethos Broking (Australia)
When the time is right and you are interested in selling all or part of your business, the Ethos Broking team will endeavour to make the transition seamless and without too much stress.
Sign NDA and share basic information
Agree valuation and sign term sheet
Carry out due diligence exercise
Finalise legal work
Ethos Broking ‘HUBS’ are businesses that have a growth focus, but don’t necessarily have the access to capital to fund growth without putting their own bricks and mortar on the line.
‘SPOKE’ businesses are those where the owner wishes to sell 100% of their equity now, or over a few years, that will be integrated into Ethos Broking ‘HUBS’.
Access to the right, competitive insurance products is vital to success.
Our long-term relationships with insurer Partners globally means we can offer competitive deals only available to our group.
Our Executive Management Team includes a group of highly skilled professionals who are genuinely passionate about insurance and the industry as a whole.
With more than 30 years’ experience in the Insurance industry, Paul was the founding Director of ‘SRS Underwriting’ and Retail Insurance Broker ‘Blue Broking’, and as Chief Executive led the company through a time of dynamic growth and opportunity.
Paul is also a past Chairman of the Underwriting Agencies Council of Australia as well as the recipient of the UAC Lifetime Achievement Award.
Paul is also a former Principal Member and Fellow of the National Insurance Brokers Association of Australia.
He also has extensive experience in business culture management, merger and acquisition completion, start-up business opportunities and business coaching.
Director, Mergers & AcquisitionsPH:0407 575 349
Adrian has worked within the Insurance and legal industry for more than 27 years, in Senior managerial roles with industry leaders; GIO, Aon, Liberty International Underwriters and Insurance Advisernet (Australia and New Zealand).
Since joining the business in 2015, Adrian has played a pivotal role in Resilium becoming the fastest growing insurance broking operation in Australia. In the last few years, he has put in place a redesigned equity model, helped drive new premium placements, planned and implemented key strategies for growth and increased business revenue streams.
Adrian holds a Bachelor of Laws (QUT), a Diploma in Financial Services (Broking) and is a Graduate of the Australian Institute of Company Directors. Adrian is also a Qualified Practising Insurance Broker (QPIB).
CEOPH:0409 852 919
If you’re thinking of selling your business please get in touch and we’d be happy to answer any questions and offer confidential advice.