Specialist Insurance Brokerage Joins International Czech Group
The Transaction
Kaberm is a Polish insurance brokerage firm specializing in coverage for small and medium-sized enterprises. The co-founders needed support in managing the transaction process and professionalizing negotiations with significantly larger, often international counterparties.
The project attracted exceptional interest: we negotiated a record seven acquisition offers, with a sevenfold difference between the highest and lowest bids. A key challenge was that a significant portion of client relationships were tied to the founder personally, requiring a carefully structured earn-out mechanism linked to future performance.
Thanks to meticulous planning and negotiation, the deferred consideration was paid out seamlessly. The acquirer was Renomia, a Czech international brokerage group actively building its presence in the Polish market.
Client Feedback
„As the owner of an insurance brokerage, I was overwhelmed by the complexity of selling my company’s shares. However, from the moment I engaged Tomasz, I felt a sense of calm—I immediately felt secure and well looked after. I was confident that the process would be handled professionally and that difficult negotiations would be conducted to achieve the best possible outcome for me as the seller.
Throughout the process, Tomasz demonstrated remarkable patience with my questions and concerns, as well as understanding of my fatigue and stress. He expertly managed any points of contention between the parties. His work was exceptionally precise, timely, and his availability was unlimited—allowing us to complete everything within a very tight timeframe.”