Collectivfide in the News

Industry M&A Veteran Eric Walker joins Collectivfide as Head of M&A.

Monday June 26, 2023

Cambridge, ON: Collectivfide Insurance Group is pleased to announce the addition of Eric Walker as Head of M&A. 

As a founding partner of CW Partners LLP (now Baker Tilly WM LLP), Eric Walker has been consulting with brokers for over 30 years. His broad range of expertise and specialty services include acquisitions and divestitures, succession planning, valuations, taxation, corporate finance, and operations management consulting. 

Eric is a Chartered Business Valuator, who the courts recognize as an expert in the valuation of brokerages. Eric's educational credits include a Masters in Business Administration, Chartered Accountant, Certified Fraud Examiner, and Chartered Business Valuator. 

 "I have been a trusted advisor to countless business owners and entrepreneurs, insurance brokerages, managing general agents and their insurers," says Eric Walker. "I have seen the M&A landscape change dramatically, with the pace of acquisitions accelerating at record levels, particularly over the past 18 months. Yet what remains unchanged is broker-owners wanting to ensure their staff and legacies are protected, and their operations continue to grow and thrive. Collectivfide takes that to heart and offers a unique value proposition based on the values of the Mutual Insurance community, and I'm incredibly excited to be a part of that."

 "Eric's expertise and proven track record in the M&A, valuation, and operations consulting space is a tremendous value add to Collectivfide as we focus on growth, both organic growth throughout our existing network of broker partners and additional acquisitions," says Tony Ngo, President & CEO of Collectivfide Insurance Group.  

 "As the Head of M&A, Eric will focus on enhancing our due diligence and M&A best practices as well as providing benchmarking and operational management expertise, allowing us to scale efficiently and effectively," says Tony Ngo. 

Over the decades, Eric has led various initiatives to support best practices and excellence in the Canadian insurance industry, including the “Crystal Ball Conference” on industry market conditions and developments, P&C brokerage compensation and operations benchmark surveys, a succession planning template publication and seminars, as well as a sales course for producers known as “TIPS”.

 

For more information, please contact: 

Tony Ngo, President & CEO

Collectivfide Insurance Group Inc.

tony.ngo@collectivfide.com

226-499-4753

About Collectivfide Insurance Group Inc.

Formed in 2019, Collectivfide’s shareholders represent mutual insurance companies in Ontario and across Canada with more than a century-and-a-half of experience to draw upon. The company is committed to protecting the independent broker distribution channel. By working alongside broker partners, Collectivfide supports brokerages with all facets of their operations to help them focus on serving and building relationships with members of the communities they serve. At Collectivfide, we operate under the principle that mutual insurers and their broker partners are stronger when they work together.

Learn more about us at www.collectivfide.com