David Roberts & Partners (Insurance Brokers) Ltd

David Roberts & Partners (Insurance Brokers) Ltd is a UK-based firm specializing in commercial and personal insurance solutions, providing tailored risk management services to various clients including SMEs and high-net-worth individuals. David Roberts & Partners (Insurance Brokers) Ltd, founded in 1977, offers insurance services in the UK. The company was acquired by BMS Group Limited from Inflexion Private Equity Partners for GBP 425 million on July 29, 2024. John Page currently serves as CEO, overseeing operations that include two distinct deals.

David Roberts & Partners (DR&P) is a prominent insurance service provider that offers a wide array of products, including bespoke insurance and risk management services crafted for corporate clients, SMEs, and high-net-worth individuals. The company specializes in sectors such as hospitality, manufacturing, leisure, care, social welfare, and waste management. Furthermore, DR&P provides targeted coverage for ocean marine, transit, and stock throughput risks, ensuring comprehensive solutions for a diverse clientele. Their operations extend beyond the UK, reaching into the US market, thereby catering to a broad spectrum of clients seeking customized insurance options.

In the most recent financial year of 2023, David Roberts & Partners reported a revenue of GBP 8,314,433. 80 and an EBITDA of GBP 2,764,072. 40. The firm's revenue generation comes primarily from a diverse portfolio of insurance products and services tailored for corporate clients, SMEs, and high-net-worth individuals.

Transactions typically occur through direct agreements, with clients paying premiums reflective of their specific insurance needs. Following the acquisition in July 2024, David Roberts & Partners aims to enhance its service offerings and expand its presence within the UK market. The recent funding will be allocated to bolster their operations and support the introduction of new products designed to meet evolving client needs. The acquisition by BMS Group Limited is expected to provide additional resources for DR&P to explore further growth opportunities.