Acquire an Insurance Agency with Confidence

We have the connections and expertise to help you grow by acquisition.

It is a seller's market. Depending on a particular agency, buyer competition may come from licensed agents, other insurance agency owners, insurance companies, financial institutions and regional or national brokerages. This makes it very challenging for a given buyer to find a suitable match.

Acquiring an insurance agency is neither quick nor easy to accomplish. One must have a degree of patience and maintain realistic expectations to navigate their way to a successful acquisition. We’ve worked with some of the fastest growing firms in the country and can assist you in making an acquisition in a few ways:

Option #1: Join our contact list - Tell us what you are seeking and be the first to receive notice of new insurance agencies coming on the market via email notification.

Option #2: Hire us to consult with you on a deal – We’ve been involved in over 200 transactions and know the process in and out. Our due diligence expertise for retail P&C agencies is nearly unmatched in the industry. We can also help you find the best financing for a deal that you are contemplating.

Option #3 - Hire us for a buy-side search - We contact agency owners, handle the data collection and analysis, and facilitate the discussions exclusively for you. Due to the resource commitment on our end, this program is only available to agencies with a minimum of $3M of revenue and capital in excess of $1M.

How We Help Graph