Lockton is one of the world’s largest independently owned insurance brokerages. It has a strong global presence and a growing footprint in Ireland.
Fitzgerald Power carried out commercial and financial due diligence for Lockton’s Irish division on several potential acquisition targets. This helped inform their decisions and support their growth strategy.
Historical performance review
Analysed past trading results to understand each target’s financial trajectory and performance drivers.
EBITDA & valuation analysis
Assessed historical and maintainable EBITDA and conducted valuation reviews to benchmark the opportunities.
Balance sheet assessment
Carried out a detailed evaluation of each business’s assets and liabilities to identify financial risks or anomalies.
Commercial appraisal support
Delivered insight into the commercial strengths and weaknesses of each target to aid Lockton’s strategic decision-making.
Due diligence reporting
Compiled and presented in-depth due diligence reports tailored to the needs of Lockton’s senior leadership team.
The collaboration between Fitzgerald Power and Lockton Ireland led to numerous benefits, including:
Equipped management with the necessary information to assess each opportunity with clarity and confidence.
Helped Lockton’s understand the broader commercial context and potential synergies of each transaction.
Identified red flags and potential financial pitfalls early, enabling more robust negotiation and planning.
Supported the team in evaluating whether each acquisition aligned with their long-term growth objectives.
Niall O’ Callaghan
Partner – Lockton Ireland
