Acquisition Opportunities in Insurance Broking & Mutual Fund Distribution

Acquisition Opportunities in Insurance Broking & Mutual Fund Distribution

Acquisition Opportunities in Insurance Broking & Mutual Fund Distribution

From: Intellex Strategic Consulting Pvt. Ltd.
Contact: +91 98200 88394 | Email: intellex@intellexconsulting.com

Intellex Strategic Consulting Pvt. Ltd. is representing a client actively seeking acquisition opportunities in the financial services sector, specifically in the following areas:

1. Large Corporate Insurance Broking Companies

Our client is interested in acquiring a well-established insurance broking firm with a strong corporate clientele, robust systems, and a proven track record of profitability.

2. Mutual Fund Distribution Companies

We are also exploring opportunities to acquire mutual fund distribution companies with a healthy Assets Under Management (AUM) base and scalable operations.

Acquisition Buckets

Bucket 1 – Smaller Targets:

Target Profile: 3–4 companies

AUM Range: ₹300 – ₹800 Crore each

Objective: Consolidation of mid-sized players to create a larger, pan-India distribution platform.

Bucket 2 – Larger Target:

Target Profile: Single large acquisition

Minimum AUM: ₹1,500 Crore+

Objective: Acquire a strong, established platform with significant AUM and growth potential.

Interested promoters with suitable opportunities may connect with us directly for a confidential discussion.

Intellex Strategic Consulting Pvt. Ltd.

📞 Mobile: +91 98200 88394

✉️ Email: intellex@intellexconsulting.com

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