Origin Merchant Partners (“Origin”) is pleased to announce that it acted as exclusive financial advisor to Burke & Company Ltd.,(“Burke & Co”) and Orion Audit (“Orion”) on their sale to Navacord.
Burke & Co and Orion: Founded in 1991 in Toronto, Ontario, Burke & Co is a distinguished consulting and claims auditing firm, with a unique value proposition that brings together their consulting arm and their expertise in audit, claims control and fraud analytics. Specializing in providing personalized, cost-effective consulting and claims audit services focused on optimizing benefit and pension plans for a diverse clientele, including some of Canada’s leading employers, and with a very strong footprint in healthcare. Burke & Co’s client base spans various industries and organizational sizes, maintaining strong industry relationships with major retirement providers and insurance companies through professional and consistent practices.
Navacord: Founded in 2014 and headquartered in Toronto, Ontario, Navacord is one of Canada’s top three commercial insurance brokerages. With $3 billion in premiums, Navacord stands as a leader in group insurance and risk management solutions. From commercial and personal insurance to surety, employee benefits and retirement consulting, Navacord leverages national strength and resources with the local touch service of industry-specialized Navacord Broker Partners to deliver the trusted advice, expertise and custom insurance solutions clients need to face the future with confidence.
The Navacord partnership with Burke & Co and Orion complements Navacord’s ongoing build within the benefits, financial services, and wealth planning sector, bolstered by specialized expertise in claims and fraud analytics.
Origin Senior Leads: Peter Farrell, Cathy Steiner
