Insurance Agency M&A Advisory
Specialized mergers and acquisitions advisory services for independent insurance agencies. We combine deep industry expertise with proven transaction experience to deliver exceptional outcomes.
Schedule a ConsultationComprehensive M&A Services
End-to-end advisory services tailored to the unique needs of insurance agencies
Strategic Advisory
Comprehensive strategic planning and positioning to maximize agency value and attract ideal buyers.
Valuation Services
Accurate, market-based valuations that reflect current M&A trends and buyer appetite.
Sell-Side Representation
Full-service representation from preparation through closing, ensuring optimal outcomes.
Transaction Management
Expert coordination of all transaction elements, from marketing through due diligence and closing.
Current M&A Market Trends
The insurance agency M&A market remains robust with strong fundamentals driving continued activity. Understanding these trends helps position your agency for success.
Record transaction volumes continue with strong buyer demand
Private equity remains highly active across all agency sizes
Premium valuations for agencies with strong organic growth
Technology and operational efficiency increasingly important
Strategic buyers seeking geographic expansion and niche expertise
Continued consolidation creating opportunities for sellers
Why Consider a Transaction Now?
Favorable Valuations
Current valuation multiples remain at or near historic highs for quality agencies
Active Buyer Market
Strong competition among buyers creates favorable conditions for sellers
Strategic Timing
Market dynamics and buyer appetite make this an opportune time to explore options
While market conditions remain favorable, the best time to sell is when your agency is performing well and you're personally ready for the transition. We help you assess timing based on your unique circumstances.
Our M&A Process
A proven, streamlined approach designed to maximize value while minimizing disruption to your business
Learn more about our processPreparation
Position your agency for maximum value
Marketing
Identify and engage qualified buyers
Execution
Navigate due diligence and closing
Ready to Explore Your Options?
Start with a confidential conversation about your agency's value and potential exit strategies. No obligation, just expert insights.