Partners& launched in April 2020. Phil and his associates had previously run large brokers and felt somewhat disenchanted by the reputation that the insurance industry had. Their aim was to do things differently!
Partners& wanted to grow through both organic growth but also mergers and acquisitions during 2024 and set the deadline of completion for the Oct 23 Budget. This provided the opportunity for Partners& to undertake accelerated M&A. Without the capacity to do the detailed due diligence themselves, they were delighted when they realised The CFO Centre could help.
The CFO, Chris Howard, was able to increase their capacity and quickly got up to speed with their approach. Chris executed on multiple acquisitions simultaneously – six in October 2024 (the day before the Budget). Partners& are a collaborative acquirer, with a people-oriented approach so they wanted to agree a solution that worked for all involved. Chris was able to reflect their wishes in the work he is doing for us.
Chris was able to keep abreast of all the acquisitions without getting bogged down with the detail. They were able to set clear parameters out for Chris and then he would report back to their internal CFO in a way that they wanted to receive the information, which worked really well in such a fast moving environment.
Phil Barton – CEO – Partners&
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