SOME OF THE BUYERS IN OUR NETWORK
A joint venture between two family offices with deep roots in the insurance industry. Using their own capital instead of third-party funds, they offer unparalleled flexibility in deal structuring and a long-term investment horizon. They prioritize brand preservation and operational autonomy, seeking partners with 50%+ commercial lines mix.
Target: Nationwide
01
A well-capitalized boutique PE firm offering the agility of a startup with the resources of an established leader. 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 the capital and operational resources of a long-established player.
Target States: NC, SC, GA, FL, MS, AL, LA, TX, AR, TN, KY, WV, VA, MD
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
Privately held Insurance Journal Top 100 and perennial Best Practices Award-winning agency. The elite platform required to compete at the highest level without the corporate red tape. Open to smaller agency or a strategic book buys. Flexible liquidity options - including 100% upfront payouts.
Target States: OH, KY, VA, NJ, MD
04
Insurance Journal Top 40 agency with over 70 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
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
An Insurance Journal Top 50 agency. Aggressive PE-backed growth in the past four years. Sophisticated tech stack and integration expertise. Will accommodate an immediate exit or staying on and rolling equity to participate in the continued growth.
Target: Eastern & Central time zones.
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
A Top 50 fastest-growing agency. Over 2,000 employees across 200+ locations in 32 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