Acquisition advisory

Disciplined acquisition support from thesis to close.

We help strategic buyers identify, evaluate, and pursue independent insurance agencies that fit their growth objectives.

Discuss your objectives

Focused advice

Clarity for a consequential decision.

A successful acquisition program requires more than a list of targets. We help buyers translate strategy into focused outreach, assess agency quality and fit, develop a defensible valuation, structure terms, and maintain momentum through diligence and closing.

How we help

What the engagement covers

Acquisition strategy and target criteria
Proprietary target identification and outreach
Agency valuation and quality assessment
Deal structuring and negotiation support
Diligence coordination and transaction execution

Define the thesis

Set clear parameters around geography, revenue mix, scale, capabilities, economics, and cultural fit.

Build the target universe

Identify independent agencies that align with the strategy and prioritize the most relevant opportunities.

Evaluate and engage

Assess fit, valuation, and transaction considerations while managing outreach professionally and discreetly.

Structure and execute

Support negotiations, diligence, and closing with a disciplined focus on risk-adjusted value.

A confidential first step

Build an acquisition pipeline with purpose.

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