Diligence
Purpose-built for private equity firms and brokers in M&A. Our data simulation and modelling capability lets you look ahead — accelerating revenue synergies post-acquisition.
We forecast valuations, model synergies, and transform due diligence from a retrospective exercise into a forward-looking intelligence operation.
Portfolio Summary
Diligence Intelligence
Total GWP
£3,030,511
GWP Included
£2,711,421
GWP Excluded by Commission Rate
£319,090
GWP by Product
GWP Across Insurers
GWP by Commission Rate
How Diligence works
Diligence is made up of three propositions — each designed to support you at a different stage of the acquisition journey.
Data-Led Introducer Model
Broker Insights reviews broker data of all sizes that they already have access to, and matches them to the buying requirements of you, the acquiring broker. The outputs provide a data-led, prioritised, warm lead at the very start of your process.
Broker Prioritisation
If you have had numerous brokers already sent to you, we can review those brokers for you and again prioritise them against your buying requirements — so you focus on the opportunities that fit best.
Deep Dive Target Due Diligence
Once you have shortlisted or chosen your preferred target and the process is at the point of understanding the opportunity, Broker Insights reviews the target's data, matching it against your own (or benchmarked) data — delivering a detailed review of potential uplift opportunities.
VISION & Diligence, working together
DILIGENCE feeds directly into the VISION cycle — every acquisition migrates into your estate, enriching the intelligence that drives growth.
VISION
Strategic intelligence cycle
Integration
Migrate & expand
DILIGENCE
Acquisition workflow
Strategic view of estate
Migrate new purchases into estate
- Overcome delays
- Accelerate yield
- Drive alignment
The Bridge
Expansion through
Acquisition
Successful Completion of Deal
Target integrated into your estate
Commercial Due Diligence
Evaluate target business with Broker Insights data
Data-Led Introduction
UK regional brokers matched to your buying requirements
Built for PE & M&A Professionals
Whether you're a private equity firm evaluating a broker acquisition or a broker network considering consolidation, Broker Insights Diligence delivers the forward-looking intelligence to make confident decisions.
