The Trusted M&A Advisor
-
3000+
Formal Agency Valuations Completed
-
500+
Completed Agency M&A Transactions
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20K+
Buyers in our ABC Insider Network
Completed Transactions
Steadfast
has acquired
ISU Group
This acquisition enables Steadfast strategic entry into US insurance market while providing ISU group members access to Steadfast substantial resources
- Mt. Pleasant, SC
- Seller Objective: Perpetuation
- 2nd generation, family-owned business
- One of the largest networks in the US
- Sydney, Australia
- Publicly traded company
- Largest insurance network in the world
ReSource Pro
has acquired
Insurance Licensing Services of America
Resource Pro gained market share and expanded service offerings. ISLA gained greater resources and larger customer base.
- Groesbeck, TX
- Seller Objective: retirement
- Husband and wife team
- Largest outsource licensing compliance provide in the US and hosts of popular “Spot On” insurance podcast
- New York, NY
- PE backed firm
- Largest back-office support company serving the insurance industry
Integrity Marketing Group
has acquired
Health Insurance Store
This acquisition enables Integrity to gain market share in central Florida and provides HIS access to Integrity substantial resources.
- Kissimmee, SC
- Seller Objective: Perpetuation
- Family owned business
- One of the largest FMOs in Florida providing Medicare and under 65yo health plans
- Dallas, TX
- PE backed firm
- Largest Medicare FMO in the US
World Insurance Associates
has acquired
Ample Insurance
World gained market share and expanded their footprint across Florida. Ample gained additional resources and support.
- Oakland, FL
- Seller Objective: investment exit
- Corporate executives turned entrepreneurs
- Acquired 25+ agencies in rollup acquisition strategy
- Iselin, NJ
- PE backed firm
- Top 100 Insurance Brokerage
Risk Strategies
has acquired
Specialty Insurance Solutions
Bolstered Risk Strategies student health division and gave SIS team access to greater resources and larger customer base.
- Lenexa, KS
- Seller Objective: strategic partnership
- Partners, spun off specialty startup
- Specialty agency providing student health plans to colleges & universities
- Boston, MA
- PE backed firm
- Top 5 specialty broker
Arthur J Gallagher
has acquired
Fraser Yacht Insurance
AJG expanded high value yacht specialization and Fraser gained additional resources and support.
- Newport Beach, CA
- Seller Objective: retire early
- Family owned, women run
- Insurance division of the largest mega-yacht broker in the world
- Rolling Meadows, IL
- Publicly traded company
- One of the largest insurance brokers in the world
Our People & Leadership
Michael Mensch
CEO & Founder
John Davies
Partner
Colby Allen
VP of Valuation & Consulting
Caleb Lyons
Relationship Manager
We’re a leading expert in the valuation, sale & acquisition of insurance distribution businesses.
Our team of valuation experts and M&A advisors leverage our industry knowledge, transaction expertise and professional network to deliver superior results for our clients.
M&A Source Top Firm of the Year
S&P Global top sellside advisor
Certified transaction professionals
“It was a very methodical process. Well timed, well conceived. And we ended up far exceeding what we expected to receive.”
Wes Fischer
Former Owner of Health Insurance Store
I am the CFO of ISU Group. Working with Agency Brokerage, we recently concluded the sale of ISU to an ASX 100 Australian based publicly traded company for nearly 30% above our original expectation. I was also a co-owner of ISU prior to the sale.
ISU’s operations are comprised of two business segments; the second largest insurance agency network in the US by premium volume and a retail insurance agency. As a network operator we have relationships with many service provides targeting insurance agents, including business brokers.
ISU GroupWe can’t praise Agency Brokerage enough, especially Brenda and Ria. With their assistance we were able to negotiate through the complicated process of valuing and selling our agency. They are geniuses with spreadsheets and financials. With their assistance we were able to choose a buyer from multiple offers. The best part, once a buyer was selected, we were through closing in 3 months. I highly recommend using their team.
Walterry Insurance BrokersOver the years, I’ve been approached by buyers wanting to deal directly with me, and I know colleagues who attempted to sell their agencies without representation. Working with you ensured a wide range of offers and the ability to negotiate effectively to maximize value—an outcome I could not have achieved on my own.
Corporate CoverageHad you and your team in my thoughts this morning and thought it best to communicate with you directly. You know that we have interacted with Agency Brokerage almost from the time we launched Acentria in 2010. We have won a few, lost a few, but one thing for sure; when you present an opportunity, you do so professionally and without favor, presenting your client honestly and, most importantly, positioning them for the market.
You know that I have recommended you and your team over-the-years; and will continue to do so without hesitation. Keep up the fine work!
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