Become part of something special. The Risk Strategies Mergers and Acquisitions team makes it easy for your specialty firm to join us and enhance the array of customized insurance placement and risk management services we offer.
Reach out to discuss partnership
opportunities with Risk Strategies.
You have something special. Risk Strategies will work with you to combine strengths and grow value while removing any doubt or fear about the process.
Our partnership approach ensures smooth sailing in transactions so your business continues to navigate calm waters. Our national reach and in-depth human resource capabilities simplify business, operational and personnel support before, during and post-acquisition.
You know how to build business. Retain the spirit of entrepreneurialism and specialization you’ve cultivated, while drawing on the vast resources and deep expertise offered as an integral part of the Risk Strategies team to grow and improve.
The principals of a highly specialized Employee Benefits firm with deep expertise in both broking and consulting were contemplating their agency’s future. They had contemplated an internal perpetuation plan, but ultimately wanted to review alternatives through an external sale.
In talks with Risk Strategies, they explained their hopes for their business and people. We listened closely and looked at how their business would match with ours. We looked at ways to add resources and expertise to their core business to help spur growth, discussed how to bring their people into our operations with minimal disruption, and laid out ways our specialized practice groups could provide cross-sell opportunities to strengthen client relationships. We explained how the principals could take on new roles in the larger Risk Strategies organization, while letting their next generation of leadership delegate administrative work and expand their client support roles.
Today, the principals find themselves in the future they hoped for. Less involved in the daily minutia, they focus on aspects of the business they’re most passionate about – sales and marketing. Succession for their people has been assured and clients are receiving a higher level of service.
years of M&A experience
acquisitions since inception
dedicated team members
Reach out to discuss partnership opportunities with Risk Strategies.
Brett Pollak joined Risk Strategies in 2007 through the acquisition of his company, Pollak Associates. Brett has over 20 years of Production, Mergers & Acquisitions, and Senior Management experience. Brett is a member of the RSC Leadership Group as well as the Executive Growth Council and plays key roles in both the Healthcare and Employee Benefits practices. In addition to a Property & Casualty License, Brett also holds Life Accident & Health, Series 7 and 63 Licenses.