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.