CONNECTED THINKING

INDEPENDENT GROWTH

Ethos Broking Australia

Welcome to Ethos Broking

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 grow
your business

Help you increase
your business value

Help you with
business efficiency

Help you
with funding

Help you with
succession planning

see your business become
everything you dreamed

1

Sign NDA and share basic information

2

Agree valuation and sign term sheet

3

Carry out due diligence exercise

4

Finalise legal work

5

Completion

Ethos Broking Australia

When you work with Ethos Broking, the opportunities for you and your business are immense.

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’.

KEY INSURER PARTNERS & PREMIUM FUNDERS

KEY INSURER PARTNERS & PREMIUM FUNDERS

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.

MEET OUR TEAM

Our Executive Management Team includes a group of highly skilled professionals who are genuinely passionate about insurance and the industry as a whole.

PAUL LYNAM

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 & Acquisitions

PH:0407 575 349

ADRIAN KITCHIN

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).

NEXT STEPS?

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.