A-Plan is a leading independent high street insurance broker, providing products from a wide range of insurers, including SME commercial, motor, home and high net worth insurance via 73 branches nationwide and 970 employees.

The bidding for A-Plan was highly competitive. Utilising our granular knowledge of the insurance industry we developed a segmented list of possible acquisition targets for HgCapital, which supported the investment case and allowed HgCapital to demonstrate its superior merits in supporting the growth plan for the business to management and Equistone in their selection of preferred bidders.