Services

Sell Side Advisory

  • Comprehensive approach from an initial analysis of the agency through closing
  • Support for the seller in calculating any earnouts (1-3 years post closing)
  • Intimate knowledge of the M&A market for insurance distribution
  • Experience negotiating with each of the 30+ buyers in the market
  • Invaluable experience purchasing agencies then operating agencies while with national firms USI and NFP

Buy Side Advisory

  • Preliminary assessment
  • Creating attractive purchase structures
  • Negotiation
  • Due diligence on target

Agency Valuations

  • Using our years of deal value analysis, combined with current market knowledge, we develop a scorecard-based market valuation approach to providing a valuation range to the owner(s) of a firm. The use of a scorecard based approach allows sellers insight into how different factors impact valuation, allowing owner input, discussion, and value-added review.
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