National insurance M&A activity so far this year has been robust, on par with 2017. Access to sellers is often difficult because open exposure of the desire to sell can be a concern for sellers, due to the impact that information could have on insurance carriers (markets), employees, clients and the competition. Most consulting firms in this space report that only approximately 10% of all M&A deals are publicly announced and openly distributed.

Our sources for potential selling opportunities come through broken financing deals, telemarketing activities, the STG research team, direct contact with sellers and sell side business brokers. This pipeline is supplemented by our network of consultants, attorneys, CPAs, bankers, DOIs, VC and PEGs. STG provides you with the broadest insight available into new buying opportunities in the insurance space.

The listings below are a sample of some of the new independents discovered through our research or provided to us during the last 30 days. Upon request, we will provide Registered Buyers access to previous month’s and off cycle listings. We typically carry approximately 25 insurance deals at any one time in our unsold inventory.

Shop A: La Mirada, California – This a fantastic six-year-old agency located in the vibrant Los Angeles metro area of Southern California. This agency is a full-service agency with a book of loyal clients. There will be 2 CSR’s and 5 producers that will continue post sale. Markets include Allied, Amtrust and Hartford. Asking Price 2.5X of Revenue / Reported Revenue $550K.

Shop B: Port Charlotte, Florida – This is an exciting block of business but made up of Medicare Supplement clients. This is a very profitable business niche in the Florida market place. The owner is happy to engage with the buyer for a period post close to make sure the block is carefully transitioned. Markets include, Aetna, United Healthcare and Humana. Asking Price 2X of Revenue / Reported Revenue $50K.

Shop D: San Francisco, California – A high tech and established P&C agency is now for sale. Clients are primarily Technology, Construction and Real Estate development. Agency uses a variety of technology tools to improve efficiencies and is entirely digital (no paper). The owner is happy to engage with the buyer for continuing employment if requested. 100% standard line products through, National General. Networked Insurance Agents, Arrowhead and others. Asking Price 2X of Revenue / Reported Revenue $44K.

Additional opportunities exist nationwide, including independent insurance agencies for sale in Utah, Ohio, Pennsylvania, New York and Massachusetts. Being associated with STG provides you access to the strongest array of M&A and financial tools and services available to support your acquisition, perpetuation and operational needs in any part of North America. We also proudly serve customers in South America, Europe and the Bahamas. Please use our online contact form to request additional information on services and opportunities.