EBRD Equity invests in Polish insurance broker, ISON Group

Insurance brokers play a vital role in improving access to financial protection. Acting as trusted intermediaries between insurers and clients, they help individuals and businesses navigate insurance coverage options and obtain products tailored to their needs. By broadening access to insurance, brokers enhance financial inclusion, protect households and enterprises against unforeseen risks, and contribute to wider economic stability. Supporting the growth and professionalisation of this sector is therefore closely aligned with EBRD’s mandate to promote inclusive, well-functioning markets and build resilience in the financial system.

The Polish insurance brokerage market remains highly fragmented, with significant opportunities for consolidation. By bringing together smaller players under a strong, professionalised platform, brokers can achieve economies of scale, invest in technology, and deliver more efficient and tailored services to clients. Consolidation also strengthens competitive positioning by improving bargaining power with insurers and expanding product choice. With its recognised brand, experienced management team, and proven track record, ISON Group is well placed to lead this consolidation process, and EBRD’s investment will support this strategic growth trajectory.

The transaction marks a continuation of EBRD’s long-standing relationship with Innova, a leading Polish private equity firm with a strong track record in financial services. Together, EBRD and Innova successfully acquired the Group, addressing the challenges posed by the limited depth and liquidity of Poland’s insurance brokerage market. By partnering with Innova, EBRD reinforced its commitment to trusted regional partners, strengthened market confidence, and contributed to the development of a more resilient and competitive insurance distribution sector in Poland.

Insurance brokers are essential in widening access to risk protection, helping clients find tailored coverage and strengthening financial resilience, objectives aligned with EBRD’s goal of inclusive markets. Poland’s brokerage sector is highly fragmented, creating room for consolidation that can drive scale, technology investment, and better client service. With a strong brand and proven leadership, ISON Group is well positioned to lead this transformation, supported by EBRD’s investment.