Tag Archives: insurance

Independent Agencies Sales Alerts – August 2013 Edition

Welcome to the August edition of the STG Insurance Agent and Broker Sales Alerts. Activity for this time of year is average to good, average deal size however is smaller than normal. There continues to be a seller’s market for the acquisition of independent agencies. It is very much a buyer’s market in the captive arena which is very robust. The firming of P&C pricing in most sectors is causing our Strategic Partners to predict that selling multiples will lift in anticipation. The listings below are a sample of some of the new independents provided to us by sell side brokers or discovered through our research during the last 30 days. Our clients have access to previous month’s listings upon request.

In our view the most effective tactic in acquisition target development is a multi-level and joint endeavor, using the national approach that STG provides in concert with the “boots on the ground” local market intelligence that only the client has access to. STG provides clients additional tools to access the 90% of the sellers that are not openly and publically communicating their intention to sell.


Read The Full Story



July Listings of Insurance Agencies and Brokerages for Sale

Springtree Group routinely provides our clients with confidential listings of insurance agencies and brokerages that are offered for sale. Access to this type of information can be difficult to obtain, because open exposure of the desire to sell can be a concern for sellers, due to the negative impact this information could have on markets, employees and clients.

We communicate regularly with our network of more than 4,700 business intermediaries to provide seller leads. This month, the new activity in the State of Florida is down considerably.
Read The Full Story



June Insurance Brokerage and Agency Buying Opportunities

The Springtree Group regularly provides clients with confidential listings of insurance brokerages and agencies for sale. The listings below provide a snapshot of some of the new independents added to these listings in the previous month. In addition to these opportunities, we also have information on agencies and brokerages for sale in Alabama, Colorado, Florida, Hawaii, North Carolina, Oklahoma and Texas.

SHOP A: Southern California — Two locations with four producers. Business established over 20 years ago. Asking $599K / Revenue $240K. Primary product is personal line Auto. Owner may carry paper.
Read The Full Story



About Springtree

About Springtree

The Springtree Group is a private firm that finances, invests, acquires, sells or consults in the insurance related business service space. STG is the national leader in providing a full spectrum of financial services and products to Agents, Brokers and insurance support companies.

Our product portfolio mix provides a unique combination of equity financing, asset based financing, commission based loans, SBA loans and “Mash Up” (M&A) services. Through our strategic partners, STG is the only organization that can offer this extensive range of financial products and services custom developed and provided exclusively for the insurance agent and brokerage community.

The professionals associated with the Springtree Group possess decades of successful experience in managing, securing growth capital, acquiring, investing and operating companies in this space. Our experience ranges from early stage, high growth ventures to Fortune 50 firms. We offer a unique perspective resulting from having built, managed and sold our own companies.

We are committed to providing fresh options to business owners that will not be found with any other organization. Call us now with any financial or operational questions relating to your Agency or Brokerage.

When you need more than one answer for your financial questions, call STG at (972) 395-8811 or contact us online.