Our firm has regular email communication with over 10,000 agency buyers around the country, including the individuals in charge of M&A for the most active acquirers. We run a confidential, controlled auction to drive multiple offers in a short window of time. In order to achieve this, we create a highly effective Confidential Information Memorandum (“CIM”), also known as a pitch book, that delivers in-depth information that buyers are looking for in an accurate and concise format.  Each year, our firm is involved in dozens of agency sale transactions and evaluates more than 200 agencies nationwide.  In fact, we rank in the top 3 M&A advisors to the insurance brokerage industry according to S&P Global.  We have the contacts, processes, and experience to deliver results.

The benefits to our clients

• The highest offer the market will yield.
• The ability to choose from a variety of buyers.
• Professional representation and expert guidance.
• An expedited sale process with the highest level of service.

Our goal is to help you maximize the value of your agency while exploring a variety of external perpetuation options. If you are looking to sell now or in the near future, we’ll even offer you a free, comprehensive valuation report – a $3k to $6k value. When you are ready to sell, our professional team and honed processes will deliver the highest level of service and best results in the industry.