You Protected Others. Now Let's Protect Your Exit Value.
As an insurance agency owner, you understand risk better than anyone. Don't risk leaving money on the table when you exit. We specialize exclusively in insurance agency M&A - from independent P&C agencies to employee benefits specialists.
Insurance Agency Owners Are Cashing Out
Brown & Brown, Hub International, AssuredPartners, and hundreds of regional consolidators are acquiring agencies at record pace. As an agency owner, you're sitting on a valuable asset that buyers desperately want.
Industry Consolidation
Large brokerages and PE-backed platforms are acquiring independent agencies to build scale, geographic presence, and specialized expertise across multiple lines of business.
Premium Valuations
Well-run agencies with diversified books of business are commanding 8-15x EBITDA. Recurring commission revenue and strong retention rates drive premium multiples.
Aging Ownership
Over 50% of agency owners are nearing retirement age, creating a wave of succession opportunities. Buyers are competing for quality agencies with strong fundamentals.
We Sell Every Type of Insurance Agency
Whether you own a small-town P&C agency or a specialized employee benefits firm, we understand your business model, revenue streams, and what makes your agency attractive to buyers.
Property & Casualty
Commercial lines, personal lines, specialty risks, and niche P&C agencies with strong carrier relationships and profitable books of business.
Life & Health
Individual life, group benefits, Medicare supplements, and health insurance agencies with established client bases and renewal income streams.
Employee Benefits
Group health, dental, vision, disability, and voluntary benefits agencies with corporate clients and recurring revenue models.
Specialty Lines
Cyber liability, professional liability, D&O, surety bonds, and other specialty insurance lines with expertise in niche markets.
Full-Service Agencies
Multi-line agencies offering comprehensive insurance solutions across personal, commercial, life, and health with diversified revenue streams.
Managing General Agents
MGAs with underwriting authority, program administrators, and wholesale brokers with specialized market access and distribution networks.
Our Insurance Agency M&A Process
We understand agency financials, carrier contracts, E&O requirements, and commission structures. More importantly, we know how to position your agency to maximize value with the right buyer.
Agency Assessment
Comprehensive analysis of your book of business, carrier relationships, retention rates, and financial performance to identify value drivers.
Market Positioning
Create compelling marketing materials highlighting your competitive advantages, client relationships, and growth opportunities that resonate with acquirers.
Buyer Outreach
Target insurance brokerages, PE-backed platforms, carriers, and strategic acquirers looking for your specific expertise and market presence.
Deal Execution
Negotiate optimal terms, manage due diligence, and coordinate with legal and tax advisors experienced in insurance agency transactions.
What Drives Agency Valuations
As an insurance agency owner, you know that not all revenue is created equal. We know exactly what acquirers look for when evaluating agencies - from retention rates to carrier relationships to revenue quality.
Recurring Revenue Quality
High retention rates, predictable renewal income, and diversified commission streams create stable cash flows that buyers value highly.
Client Diversification
No single client over 10% of revenue, strong client relationships, and low churn rates demonstrate business stability and reduce concentration risk.
Carrier Relationships
Strong relationships with A-rated carriers, competitive commission structures, and access to specialty markets that create competitive advantages.
Profitable Operations
Strong EBITDA margins (25%+), efficient operations, controlled expenses, and scalable business models that don't require linear staff growth.
Market Position
Strong local market presence, specialized expertise, industry recognition, and competitive positioning that creates barriers to entry.
Management Team
Experienced leadership team, low key person risk, documented processes, and ability to operate independently post-acquisition with smooth transitions.
What Our Clients Say
Hear from business owners who successfully sold their companies with our help.
"Working with this team was exceptional. They understood the unique aspects of our business and helped us achieve a successful exit that exceeded our expectations. Their industry expertise and professional approach made all the difference in maximizing our company's value."
Ready to Discover What Your Insurance Agency is Worth?
Get a confidential valuation from M&A specialists who exclusively work with insurance agency owners. We understand your business, your challenges, and what strategic buyers are paying for agencies like yours.
Free confidential agency valuation based on recent insurance agency sales
Market intelligence on what buyers are paying for agencies in your market
Strategic advice on maximizing your agency's value before going to market
Get Your Free Insurance Agency Valuation
🔒 All information is kept strictly confidential