SOME OF THE BUYERS WE REPRESENT
Well-funded boutique PE firm. Strong team in place, non-diluted shares if rolling equity. Partner Operating Board - if you choose to stay on, you'd have a seat at the management table. The excitement and upside of a startup with a large fund behind it.
Target States: NC, SC, GA, FL, MS, AL, LA, TX, AR, TN, KY, WV, VA, MD
01
Insurance Journal Top 50 agency. Aggressive growth in past 4 years. Prefer owner to stay on and roll equity, however open to immediate exit. Advanced technology and experienced agency integration team.
Target: Eastern & Central time zones.
02
Prominent southern U.S. based family office. They invest their own money - not managing other people's funds - so there's no pressure to satisfy outside investors, and a longer-term time horizon than most. Have grown several companies to $1B+, so there's significant upside potential for agency owners who join them.
Target States: MS, AL, TX, TN, GA, SC, NC, VA, WV, OH, KY, IN
03
Insurance Journal Top 40 agency with 75 offices and 800+ employees. Based in the South with a southern hospitality approach to doing business. Prefer principals to roll at least 10% of purchase price into equity in the larger agency.
Target States: AR, MO, LA, MS, GA, TN, KS, TX
04
A joint venture between 2 family offices. Experienced insurance industry entrepreneurs who grew prior agency to an I.J. Top 100 & Inc. 5000. This is a new venture between them. The expertise of a large established agency w/o the bureaucracy. Non-diluted equity available. Prefer 50%+ commercial.
Target: Nationwide
05
Third generation family run ESOP. Prefer an owner/seller who is looking to maximize their staff's opportunities post-transaction. Are open to owner staying on or exiting immediately. A unique opportunity with a well-established employee owned agency.
Target States: TX, TN
06
IJ Top 100 privately held, Best Practices Award winning agency. Highly flexible deal structures, open to smaller agencies and book buys.
Target States: OH, KY, VA, PA
07
Top 10 privately held firm. Majority employee owned. 1000+ employees across 40+ offices. Serving all 50 states, plus a strong international presence. Firms retain thei independence while accessing shared services and an employee-owned structure.
Target: MI, PA, VA, MD, OH, NC
08
Bank owned agency. Advanced proprietary producer training program. Bank also owns a large wealth management firm. Significant cross-sell and referral opportunities between the bank, wealth advisory and insurance agencies.
Target States: NJ, PA, FL
09
4th generation family owned agency. Several lucrative joint ventures provide a steady stream of commercial lines referrals. Particularly appealing to 2nd & 3rd generation owners looking to maintain their brand and gain access to scale, markets and support.
Target: Northeast
10
Hales Report top 50 fastest-growing agency. 2,800+ employees across 200+ locations in 34 states. Partner agencies retain their independence and local decision-making while accessing consolidated carrier agreements, shared services, and enterprise resources.
Target: Nationwide
11
3rd generation southern agency. Open to small agencies and book buys. Owner may exit after a short transition period. Open to maintaining the brand and staff.
Target States: AL, GA, NC, TN