Selling an Insurance Agency

We will create unmatched demand for your agency

Our firm has regular email communication with over 6,000 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 over 30 agency sale transactions and evaluates more than 120 agencies nationwide, which rank us in the top agency M&A advisors in the country. 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.

If you would like more information,
please contact us at

(321) 255-1309

or complete the form below:

COMPLETED TRANSACTIONS

  • Arthur J. Gallagher
    has aqcuired
    Fraser Yacht Insurance Services
    Agency Brokerage Consultants served as advisor to Fraser Yacht Insurance Services
  • All Risk, LTD
    has aqcuired
    Specialty Risk Underwriters
    Agency Brokerage Consultants served as advisor to Specialty Risk Underwriters
  • Hub International
    has aqcuired
    Farr Insurance Group
    Agency Brokerage Consultants served as advisor to Farr Insurance Group
  • AssuredPartners Aerospace
    has aqcuired
    Hardy Aviation Insurance
    Agency Brokerage Consultants served as advisor to Hardy Aviation Insurance
  • Sihle Insurance Group
    has aqcuired
    Webster Insurance Agency
    Agency Brokerage Consultants served as advisor to Webster Insurance Agency
  • Risk Cooperative
    has aqcuired
    Benefits Resources
    Agency Brokerage Consultants served as advisor to Benefits Resources
  • PCF Insurance Services of the West
    has aqcuired
    Leonard H. Franks, CPCU & Associates
    Agency Brokerage Consultants served as advisor to Leonard H. Franks, CPCU & Associates
  • Foundation Risk Partners
    has aqcuired
    Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
    Agency Brokerage Consultants served as advisor to Allen & Smith Insurance, Inc. DBA St. Johns Insurance Agency
  • Higginbotham
    has aqcuired
    Extraco Banks - Commercial Insurance Division
    Agency Brokerage Consultants served as advisor to Extraco Banks - Commercial Insurance Division
  • Smart Choice Partners
    has aqcuired
    Atlantic Insurance Advisors
    Agency Brokerage Consultants served as advisor to Atlantic Insurance Advisors