ES3 Insurance Services Ltd - Sequeira Partners

Description of Transaction

Sequeira Partners was engaged to assist ES3 in identifying the best-fit partner to position the business for its next phase of growth and allow the shareholder to monetize their investment in the Company. The Sequeira team provided advisory assistance throughout the transaction including initial valuation analysis; running a targeted process; negotiating preliminary deal terms, transaction structure, and consideration; managing the due diligence process and negotiating final transaction terms.

The sale to Hub allows ES3 to leverage the resources of one of North America’s largest insurance brokers. This will best position the Company for future growth and continued exceptional client service.

ES3 Insurance Services Ltd.

Headquartered in Vancouver, British Columbia, ES3 Insurance Services Ltd. is a preeminent Employee Benefits & Pension Consulting firm with a reputation of delivering unique, innovative solutions and industry leading client service. The Company was founded by Darrell Ert in 1999 with the vision to empower people to build stronger families, stronger businesses and stronger communities. ES3 is well known for designing custom solutions that help their clients create programs that promote engaged, healthy employees.

Hub International Limited

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

The Team