We are a national leader in the purchase and sale of insurance agencies and brokers. We represent buyers and sellers in transactions ranging in size from several million dollars to in excess of a billion dollars. Since 2018, we've closed more than 150 insurance industry deals with a total enterprise value of over $7 billion.
Our proactive approach, combined with extensive experience in M&A, enables the team to resolve highly specialized issues with minimal obstacles. Our unique expertise specific to the insurance sector provides us with the ability to preemptively resolve industry-specific matters that often arise in an insurance M&A transaction.
Ways We Can Help
- Negotiate legacy payments to former partners and estates
- Review leases with affiliated parties
- Ensure intellectual property protections
- Formalize promises for ownership
- Incentivize employees and staff and operational protections during an earn-out
- Manage restrictive covenants and employment arrangements after the closing