Insurance agency M&A advisory
Abbott Advisory Group guides independent agency owners and strategic buyers through the decisions, negotiations, and execution that determine a successful transaction.
Discuss your objectivesFocused advice
Insurance agency M&A has its own economics, buyer landscape, and diligence considerations. Our exclusive industry focus brings practical context to valuation, positioning, counterparty selection, and deal structure—so clients can move forward with a clear view of both opportunity and risk.
How we help
Align the transaction strategy with ownership priorities, timing, and long-term goals.
Build a defensible valuation and a clear narrative around the agency or acquisition thesis.
Approach the right counterparties with discipline, confidentiality, and purpose.
Lead negotiations, diligence, and closing while keeping the process aligned.
A confidential first step