Insurance Agency
Mergers & Acquisitions
Buy-Side Advisors
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Off-Market Acquisition Deal Sourcing
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Agency Buyers
Streamline your acquisition process with exclusive access to pre-qualified sellers, allowing your team to focus on due diligence and closing deals - not prospecting. ​​
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Our proven multi-channel outreach strategy and seller screening process ensure a steady flow of opportunities that align with your unique investment criteria.
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Unlike typical M&A firms, we specialize in working exclusively with insurance agency buyers to uncover
off-market acquisition opportunities.
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By engaging agency owners before they formally go to market, you have the flexibility to structure mutually beneficial deals, resulting in smoother, faster transactions.
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With a tailored approach and competitive fee structure, we provide exclusive, cost-effective deal sourcing that delivers more quality opportunities and empowers your team to complete acquisitions more efficiently. ​
Agency Sellers
Whether you're planning for the future, looking to reduce risk and diversify, or exploring opportunities to access new resources for growth, we're here to help.
We'll connect you with one of our qualified buyers who offers flexible terms tailored to your goals - whether that's:
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Exit fully due to burnout, health issues, or retirement
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Sell all or part of your book or agency while staying involved in the aspects you enjoy most
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Partner to fuel growth and gain access to new markets
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Free up capital to pursue other opportunities
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Keep family members involved without the full responsibility of ownership
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Let us introduce you to the ideal partner to help you achieve your succession goals.
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