Jon Wilson
about 2 years ago by Jon Wilson

The Project

IT audit and transformational plan to prepare for acquisition. The IT capability of the business was central to the valuation of the company.

The Problem

The insurance industry is rapidly digitising.  Brokers that have mastered digital channels are gaining market share in every segment.  The Barton Partnership was engaged by a niche challenger broker that had mastered the web digital channel to prepare for acquisition.  The objective was to ensure the client’s digital platform and digital capabilities were attractive to potential buyers.

Audit Scope

  • Customer-facing application architecture
  • Technology platform
  • IT organization and staffing
  • Exposure to critical employees
  • Technology process
  • Technology tools
  • IT infrastructure
  • IT security
  • Intellectual property (IP) of the systems and system delivery function


The Broker used the audit – after implementing the proposed improvements – to increase the value of the company.  The resulting acquisition was a success, much to the satisfaction of the seller.