David Roberts & Partners (Insurance Brokers) Ltd Asset Profile

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Year established

1977

Location

Primary Industry

Insurance

About

Based in Southport, UK, and founded in 1977, David Roberts & Partners (Insurance Brokers) Ltd is an insurance broker that provides insurance products and services. The company has offices in Leeds, Bradford, York, Grimsby, and London, UK. The company was acquired by Inflexion in March 2021. The firm offers products and services that include business insurance such as charities, risk management, storage liability, motor fleet, imports and exports, poultry protection, shop and offices, tradesmen, property owners, and indemnity, and personal insurance such as travel, private car, private clients, and home insurance for its customers. The company's revenue is generated by providing risk management and broking services to help its clients reduce, manage, and transfer their exposure to risk. The company plans to grow its business through acquisition.

Current Investors

Inflexion Private Equity Partners

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Primary Industry

Insurance

Sub Industries

Personal Insurance, Insurance Intermediaries, Commercial Insurance

Website

www.drpinsurance.com

Company Stage

Mature - Buyout

Total Amount Raised

Subscriber access only

Financials

Fiscal Year Ended
Revenue (USD)
% Revenue Growth (YoY)
Operating Income (USD)
Operating Margin
EBITDA (USD)
% EBITDA Margin
NET Income (USD)
% Net Margin

31 Jul 2001

2,200,000

300,000

13.6%

200,000

9.1%

31 Jul 2002

2,400,000

9.1%

400,000

16.7%

200,000

8.3%

31 Jul 2003

2,500,000

4.2%

400,000

16%

200,000

31 Jul 2004

2,500,000

200,000

100,000

31 Jul 2005

3,000,000

20%

300,000

10%

300,000

10%

31 Jul 2006

2,900,000

(3.3%)

400,000

13.8%

300,000

10.3%

31 Jul 2007

3,100,000

6.9%

1,000,000

32.3%

800,000

25.8%

31 Jul 2008

3,200,000

3.2%

800,000

25%

500,000

15.6%

31 Jul 2009

31 Jul 2010

31 Jul 2011

31 Jul 2012

31 Jul 2013

31 Jul 2014

31 Jul 2015

31 Jul 2016

31 Jul 2017

31 Jul 2018

31 Jul 2019

31 Dec 2020

31 Dec 2021

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Deals

Deals Type
Add-on, Trade Sale
Buyout

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Announced	David Roberts & Partners (Insurance Brokers) Ltd	29 Jul 2024
Completed	David Roberts & Partners (Insurance Brokers) Ltd	02 Mar 2021

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