Envest was introduced to Managing director David Bailey in 2008 and, at the time his business was called Momentum Insurance. Envest assisted David to expand his modest brokerage and buy AIS in Kempsy.
A few years later, and Envest facilitated another merger for David, this time with Eagle Insurance out of Byron Bay.
Eagle has since grown to include offices in Newcastle, Kempsy, Taree, Port Macquarie, Darwin, Brisbane, Coffs Harbour and Byron Bay.
Over a 10 year period, this business has transformed into one of the largest independent brokers on the mid-north Coast, with 20 full-time staff, eight offices and five authorised representatives.
Envest provided capital for the mergers, facilitated the transactions and has had an active role on the Board to drive strategic decisions and growth.
There have been a lot of learnings along the way and as a founding member of the Aviso Group, the Eagle business has a lot of value to share.
There is no doubt that the company have also benefited from the Aviso support and access to a national network, but the foundation of the business remains its people.
David, Adam and key staff in the organisation have done a fantastic job of creating a customer first culture, which underpins their business.