We invest in professional insurance broking businesses looking to grow, providing the expertise and financial fire-power to turbo charge growth and unlock equity for sellers
Help you grow your business
Fund business growth
Increase business efficiencies
Unlock equity via full or part acquisition
“Taking the leap and selling part of our business to Ethos Broking has been the right thing for us, both financially and for the business itself. We continue to remain with this business that we love and have worked so hard to build, still being a part of its continued success and direction, but now as Partners with Ethos Broking. With Ethos’ access to capital and business support, we can now focus on growing Cornerstone Risk as a business and continuing to enjoy and be a part of its ongoing success.”
Scott Mitchell, Director, Cornerstone Risk
“Selling a majority stake of our business to Ethos Broking has been one of the best decisions we’ve ever made. We were attracted to Ethos’ flexible M&A approach which gave us the option to remain part owners of the business, while at the same time being able to enjoy the immediate financial benefits that came with the sale. The Ethos team immediately assisted in looking after and taking away the headache of our business’ back-office functions like Finance and Payroll, statutory financial reporting and marketing to help us further grow the brand in the marketplace. From start to finish, the M&A process was seamless and since joining forces with Ethos Broking we’ve been absolutely thrilled with the outcome - it’s truly a wonderful thing to see our business, which we have worked so passionately to build, is now growing in leaps and bounds thanks to the backing and support of a multi-million-dollar business behind it.”
Tim Stanford, MD, Fassifern Insurance Services (FIS)
“From start to finish, the M&A process with Ethos Broking was seamless and we’ve been really thrilled with the outcome - it’s wonderful to see the business that we’ve have worked so hard to build, continuing to grow thanks to the support of a strong business behind it.”
Damien Mulvenna, Cornerstone Risk
Hubs are insurance 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 smaller sized insurance brokerages that can be purchased by a Hub business and integrated into that Hub business’ existing operations.
Download our free brochure featuring tips and important considerations when selling your insurance brokerage.
CEO
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).
Chairman
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.
If you have an enquiry, or would like to learn more about our services, contact us today.
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