Elevating Your Business To New Heights

Maximize Your Insurance Agency's Value

Expert M&A advisory services for independent insurance agencies. We help you achieve the best possible outcome when selling your life's work.

Trusted Advisors

Industry veterans from top insurance M&A firms

Strategic positioning to achieve premium valuations

Dedicated attention throughout the entire process

Why Choose Ascend Capital Advisors

Combining industry expertise with personalized service to deliver exceptional outcomes

We optimize your agency's presentation to attract qualified buyers and maximize valuation multiples.

Access to strategic buyers, private equity firms, and independent agencies actively seeking acquisitions.

Our team brings deep expertise from leading insurance M&A firms with hundreds of transactions completed.

Accurate valuation assessments and strategic advice to achieve premium pricing for your agency.

Maintain complete confidentiality while marketing your agency to qualified buyers only.

Personalized guidance from initial consultation through closing and post-transaction transition.

Veterans from leading firms bringing dedicated expertise to every engagement

Years Combined Experience

Deals Advised

States Covered Nationwide

Partner Attention on Every Deal

A streamlined approach designed to maximize value while minimizing disruption

Confidential discussion of your goals, timeline, and agency positioning.

Comprehensive valuation analysis and strategic preparation for market.

Targeted outreach to qualified buyers from our extensive network.

Expert negotiation to maximize value and secure favorable terms.

Guided support through the buyer's due diligence process.

Seamless closing and post-transaction support for smooth transition.

Start with a confidential conversation about your agency's value and potential exit strategies. No obligation, just expert insights.