Comprehensive M&A Advisory Services
Full-service support from initial consultation through post-closing transition, designed to maximize value and ensure successful outcomes.
Discuss Your NeedsOur Service Offerings
Tailored advisory services to meet your specific needs and objectives
Agency Valuation
Comprehensive valuation analysis based on current market conditions, comparable transactions, and your agency's unique characteristics. Understand your agency's worth in today's M&A market.
- Market-based valuation methodology
- Comparable transaction analysis
- EBITDA normalization and adjustments
- Confidential written valuation report
Strategic Positioning
Optimize your agency's presentation and positioning to attract qualified buyers and maximize valuation. We identify and address potential concerns before going to market.
- Operational assessment and recommendations
- Financial statement preparation
- Marketing material development
- Buyer targeting strategy
Buyer Identification
Leverage our extensive network to identify and approach qualified buyers suited to your agency's profile and your personal goals.
- Strategic buyer outreach
- Private equity platform engagement
- Independent agency networking
- Confidential marketing process
Transaction Negotiation
Expert negotiation to secure optimal terms including purchase price, structure, earnouts, employment agreements, and transition support.
- Letter of Intent review and negotiation
- Purchase agreement structuring
- Earnout optimization
- Employment term negotiation
Due Diligence Support
Comprehensive support throughout the buyer's due diligence process to keep the transaction on track and address issues proactively.
- Information request coordination
- Documentation organization
- Issue resolution support
- Timeline management
Closing & Transition
Seamless closing coordination and post-transaction support to ensure smooth ownership transition and relationship continuity.
- Closing document review
- Purchase price finalization
- Transition planning support
- Post-closing consultation
Why Work with Ascend Capital Advisors
Industry Expertise
Our team brings deep experience from leading insurance M&A advisory firms, with extensive knowledge of successful transactions across all agency sizes and types. We understand the nuances of insurance agency valuations, buyer motivations, and deal structures.
Extensive Network
We maintain relationships with strategic buyers, private equity firms, and independent agencies nationwide. This extensive network ensures we can identify the right buyers for your specific agency and situation.
Personalized Approach
Unlike larger firms where you might be just another file, we provide dedicated, personalized attention throughout the entire process. Your success is our priority, and we're committed to achieving the best possible outcome for your unique situation.
Dedicated Partnership
Our advisors bring years of experience from top-tier M&A firms, consistently focused on achieving premium valuations and favorable terms for our clients. We bring this expertise and commitment to every engagement.
Ready to Get Started?
Every successful transaction begins with a conversation. Let's discuss your goals and explore how we can help you achieve them.
Ready to Explore Your Options?
Start with a confidential conversation about your agency's value and potential exit strategies. No obligation, just expert insights.