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SAZ
Ottawa, ON · Professional Services

Buy a insurance brokerage in Ottawa.

Sourcing, financing, due diligence, and 100-day plan for Eastern Ontario insurance brokerage acquisitions.

Ottawa typical range
$500K–$50M
Define Ottawa criteria
Ottawa · Buy Insurance Brokerage

What it takes to acquire a insurance brokerage in Ottawa.

Canadian capital — federal government, defense, tech (Shopify, OpenText, Kinaxis), and professional services.

For acquirers targeting Eastern Ontario insurance brokerages, the challenge is rarely finding a listing — it's finding the right one. SAZ buy-side advisory surfaces both on-market and off-market opportunities, runs full diligence, and structures financing to maximize your equity returns.

What you're acquiring

Value drivers in Ottawa-area insurance brokerages.

Recurring commission income (very high)

Carrier relationships

P&C vs Life mix

Book retention

DD focus

What to investigate before buying in Ottawa.

Book retention rates (typical 90%+)

Carrier contracts

E&O history

Ottawa · Buy Insurance Brokerage

Ready to define your acquisition criteria?

A senior SAZ partner. NDA-first. info@Sedighi.ca or (604) 632-4959.

Responding to inquiries within 1 business day