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Mergers & Acquisitions

For Insurance Brokers & Regulated Firms

Experts by your side — whichever side of the deal you’re on.

 Create Solutions supports insurance brokers through every stage of the M&A journey, combining compliance, governance, and people expertise into one clear, joined-up service. Mergers and acquisitions can be unfamiliar, complex, and high-pressure — especially if you only experience them once or twice — but we help you navigate the process with clarity, confidence, and control.

Introducing Create Bridges M&A

A specialist partnership between Create Solutions and Penny Wardale, delivering expert support across:

HR & people risk

Regulatory compliance

Integration planning

Leadership support

From early-stage planning to post-deal integration, we help connect businesses smoothly and sustainably.

Why this matters

70–90% of M&A deals underperform (EY)

47% fail due to people-related issues (Mercer)

Regulatory delays regularly impact deal value and timelines

Most deals fail because of people + compliance issues — not finance.

What we do

We bring together HR + Compliance M&A expertise:

HR Support

  • Due diligence
  • TUPE planning + consultation
  • Employee integration
  • Cultural alignment
  • Leadership support

Compliance Support

  • Regulatory due diligence
  • FCA alignment
  • Governance reviews
  • SM&CR guidance
  • Policy and documentation

The result

We help you:

  • Reduce risk (people + regulatory)
  • Avoid delays and value loss
  • Present a stronger, sale-ready business
  • Deliver smoother integrations
 

Who we work with

Smaller Firms

  • No internal HR or compliance teams
  • Need full support through the process
  • Want a trusted partner managing complexity

We act as your outsourced M&A function

Larger Firms

  • Internal teams stretched
  • Need specialist M&A expertise

We support and strengthen your
existing team

Private Equity-backed Firms

  •  Managing rapid growth and acquisitions
  • Under pressure to deliver value

We support:

  • Integration speed
  • Risk management
  • Leadership alignment
  • Investor confidence

Full lifecycle support

We cover every stage:

Pre-sale

  • Business readiness
  • Risk reviews
  • Documentation

Pre-acquisition

  • Due diligence
  • Risk assessment
  • Cultural alignment

Live deal

  • TUPE support
  • Communication strategy
  • Deal coordination

Post-acquisition

  • Integration
  • Workforce alignment
  • Regulatory setup

Why choose Create Solutions

20+ years compliance expertise

100+ acquisitions supported

1,000+ employees transitioned

Deep insurance sector knowledge

We’ve seen: What works | What fails | What causes deals to fall apart 

HELP PEOPLE, NOT JUST POLICIES

Ready to turn compliance into your competitive edge?

Let’s talk about embedding compliance that actually works for your business.