How We Partner With Agencies:
Managing a successful succession is one of the most critical tasks that your agency will face. We help agency owners construct a successful succession by providing data-driven valuation support, sale process management and buyer matching to help agency owners successfully exit their business. We work closely with our agency owners by:
- Constructing an end-to-end succession program including a free agency valuation and free consulting services to maximize company value
- Matching our agency owners with a deep network of strategic (large brokers, agencies) and financial (private equity) buyers
- Structuring a transaction that considers your unique circumstances
- Completing a transaction in a timely and efficient manner to avoid any disruptions to the
business
Transaction Types
Full sale
Majority or minority sale
Target Company Size
Minimum $100k in revenue
Industries
Independent insurance agencies
Independent insurance brokerages
Managing General Agencies (MGAs)
TPAs and other service business
