Lower Manhattan and One World Trade Center
Lower Manhattan and One World Trade Center

Financial services

Facilitating growth in the insurance industry

Our flexible financing solution allowed us to partner with World Insurance to help fund its acquisition strategy and drive growth for the company.

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Sector Financial services
Sub-sector Infrastructure
Location  United States

Opportunity

World Insurance is an insurance brokerage offering a comprehensive range of insurance products to commercial and personal clients. The company was seeking a substantial capital commitment to continue its acquisition growth strategy to further increase scale and realize synergies.


Approach

A small business was looking for a capital provider who could provide a substantial capital commitment to help fund their acquisitions while maintaining majority ownership of the company.

Outcome

Within two years, Macquarie consummated 15 acquisitions and had deployed more than $US30 million of the term loan facility to help facilitate the acquisition strategy of World Insurance.

Outcome

The Macquarie difference

We utilized our industry expertise to put in a market leading bid, win the auction, negotiate a complete exit for the sellers, and facilitate the turnover with governmental authorities. We completed the transaction by bringing in two partners and executing the transaction on an expedited timeline.