David Roberts & Partners

Southport, United Kingdom Founded: 1977 • Age: 49 yrs Acquired By BMS Group
Property and casualty insurance brokerage services are offered.

About David Roberts & Partners

David Roberts & Partners is a Financial Services company based in Southport (United Kingdom) founded in 1977, and was acquired by BMS Group in July 2024. It operates as a property and casualty insurance brokerage services are offered. David Roberts & Partners offers products and services including Corporate Insurance and High Net Worth Insurance. Its focus areas include Insurance Distribution and Diversified. Its legal entity is DRP Group Ltd.

Company details

David Roberts Partners was established in 1977 as a property and casualty insurance brokerage firm. Operations are centered in Southport, United Kingdom, where brokerage services for personal and commercial insurance needs are provided. Coverage options including liability, property, and risk management solutions are handled through partnerships with various insurers. The firm focuses on client-specific advisory in the insurance sector, serving regional markets from its base.

  • Headquarters Southport, United Kingdom
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website drpinsurance.com
  • Social LinkedIn X
  • Acquired by BMS Group (Jul 2024)
  • Legal Name Drp Group Ltd
Key Metrics

Products & Services of David Roberts & Partners

David Roberts & Partners offers a comprehensive portfolio of products and services, including Corporate Insurance and High Net Worth Insurance.

Corporate Insurance
Insurance Services

Bespoke insurance solutions are designed for corporate clients to manage risks.

High Net Worth Insurance
Insurance Services

Tailored insurance services are provided for high-net-worth individuals to address personal and business risks.

Funding Insights of David Roberts & Partners

  • Total Rounds 1
  • Investors Count 1

All 1 funding rounds of David Roberts Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Mar 2021–Private Equity Round–Inflexion
–
Valuation history

2 investors in total: 2 institutional.

Investors in David Roberts & Partners

David Roberts & Partners has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Inflexion and BMS Group.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Inflexion is engaged in mid-market private equity investments across Europe.
1999inflexion.comLondon, United Kingdom
Diversified insurance services are provided internationally by BMS Group.
1980bmsgroup.comLondon, United Kingdom
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Investor details for David Roberts Partners

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of David Roberts & Partners

4 people are tracked at David Roberts & Partners (4 in leadership).

NameRoleGroup
John Page
CEOLeadership
Craig Prunty
Group Head Of ITLeadership
Cyprian Ndlovu
Head Of CyberLeadership
Neil Wilson
Account DirectorLeadership
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Complete people profiles for David Roberts & Partners

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Timeline of David Roberts & Partners

3 dated milestones of David Roberts & Partners across 47 years, from founding to its latest funding, stage changes and deals.

  1. Founded David Roberts & Partners is founded.
  2. Funding First funding round.
  3. Exit Acquired by BMS Group.

Web traffic of David Roberts & Partners

The website of David Roberts & Partners (drpinsurance.com) receives about 2.4K visits a month.

  • Monthly visits
    2.4K

    ▲ 55.3% vs previous month

Top companies in Insurance & Risk Management

10 companies that operate in the same segment as David Roberts & Partners (Insurance & Risk Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Vehicle parts and accessories are sold via an online platform.
1897Walsall, West Midlands, United KingdomUSD 20.37 M––
Health insurance plans are offered for individuals and families.
2006Chennai, Tamil Nadu, IndiaUSD 783.29 MUSD 1.9 B15,820
Life, health, and general insurance services are provided across India.
2001Mumbai, Maharashtra, IndiaUSD 306.52 MUSD 2.88 B16,700
Financial solutions including loans and insurance are offered.
2007Pune, Maharashtra, India–USD 15.24 B126
Life Insurance joint venture between SBI and BNP Paribas Cardiff
2000Mumbai, Maharashtra, IndiaUSD 264 MUSD 14.28 B26,360
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B––
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States–––
Cloud-based employee benefits administration solutions are delivered.
1998West Des Moines, Iowa, United StatesUSD 65.16 M––
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Frequently Asked Questions about David Roberts & Partners

David Roberts & Partners was founded in 1977 and raised its 1st funding round 44 years after it was founded.

David Roberts & Partners is headquartered in Southport, United Kingdom.

David Roberts Partners was established in 1977 as a property and casualty insurance brokerage firm. Operations are centered in Southport, United Kingdom, where brokerage services for personal and commercial insurance needs are provided. Coverage options including liability, property, and risk management solutions are handled through partnerships with various insurers. The firm focuses on client-specific advisory in the insurance sector, serving regional markets from its base.

David Roberts & Partners offers Corporate Insurance and High Net Worth Insurance.

David Roberts & Partners has 2 investors. Key investors include Inflexion, and BMS Group.

David Roberts & Partners operates through Drp Group Ltd.

Yes. David Roberts & Partners was acquired by BMS Group in July 2024.

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