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DR&P

Inflexion invested in David Roberts & Partners (“DR&P”), a leading UK insurance broker initially in 2021 and re-invested in 2023 to support further growth of the business. The business was sold in 2024 to BMS Group, an independent specialist insurance and reinsurance broker.

  • Sector

    Financial services

  • Headquarters

    Southport, UK

  • Fund

    Enterprise

  • Investment date

    February 2021 - December 2024

  • Status

    Realised

  

The company 

Post Inflexion’s investment, DR&P became one of the fastest growing mid-market insurance brokers in the UK, exhibiting market leading new business and client retention metrics. Following 14 acquisitions under Inflexion’s ownership, including one strategic transformational deal, the business managed a team of over 400 people across 25 offices in the UK and Europe, handling in excess of £620m GWP annually. Inflexion invested in DR&P initially in 2021 and re-invested in 2023 to support further growth of the business.

The Inflexion investment

The Inflexion investment allowed management to enlarge their ambitions for the business and thus represented a step change in the growth trajectory, both from an organic and M&A perspective.

The Inflexion difference

The partnership with Inflexion enabled management to execute an ambitious M&A strategy, culminating in 14 acquisitions over a three year period. Inflexion’s Value Acceleration team were also involved in sourcing key members of management, as well as building out the technology infrastructure in the business.

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