MERGERS AND ACQUISITIONS ADVISORY

SRC brings deep insurance industry knowledge to our Buy-side and Sell-side M&A consulting services, offering specialized guidance to clients navigating mergers, acquisitions, divestitures, and strategic partnerships within the Canadian insurance sector. With direct experience in operational and executive roles, we understand how transactions impact all facets of an insurance organization – from regulatory considerations and cultural integration to underwriting portfolios and distribution networks. This enables us to provide practical, industry-specific insights throughout the deal lifecycle, including target identification, due diligence, integration planning, and post-merger optimization. Our clients rely on us not just for transactional support, but for our ability to anticipate risks, uncover value, and ensure strategic alignment – grounded in a nuanced understanding of the insurance business.