Purchasing an Insurance Brokerage

If growth by acquisition is part of your strategic plan for the future, then we would look forward to the opportunity of working with you to effectively bring your expansionary plans from the drawing board, developing a purchasing plan, through implementation of that plan and to a successful and rewarding outcome.  There are many reasons to pursue a path of growth by acquisition; to boost volumes, enhance profitability, complement existing businesses, or provide a stronger presence in the market place to name a few.  They overriding key needs to be that the deals you complete are value-creating deals.

The market for well run and profitable insurance brokerages has never been more active and competitive.  Competition seems to be coming from all directions, be that from local brokerages, insurance companies, regional or national brokerages and public companies.  With all of this competition, having experienced consultants on your side can make all of the difference in your achieving a successful purchase.

We will work closely with you through all of the various stages of the purchasing process to help you achieve the best outcomes.

A partial list of the Purchasing stages include:

  • From working with you to develop and refine the purchasing plan

  • identifying the potential brokerages that match your target parameters to approach

  • coordinate the execution of Confidentiality and Non-Disclosure agreements

  • assisting with all facets of the important due diligence process

  • identifying and analyzing the potential area of synergies and well as looking at any areas of concern that may need to be addressed

  • providing guidance, financial analysis and facilitating and coordinating the negotiating process

  • coordinating the closing with your lawyers and accountant.

  • and finally working with you past the closing with the integration of your acquisition into your now expanded organization.

​Our goal is to work closely with you ensure a successful value-creating acquisition outcome where:

1 + 1 = 3