Recent Listings

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Hawaii

We are pleased to be able to offer a unique independent, P&C, virtual agency headquartered in Oregon but with...

REPORTED REVENUE $175K
ASKING PRICE 2.5X
TRACKING CODE DHIEC
DETAILS
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Colorado

This independent agency currently conducts insurance operations in seven states, including IL, CO, WY, CA, IN, and...

REPORTED REVENUE $950K
ASKING PRICE $2.7MM
TRACKING CODE SCOEM
DETAILS
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Illinois

This long-standing independent Property and Casualty agency has been operating since 1997 and is based in...

REPORTED REVENUE $100K
ASKING PRICE 2X
TRACKING CODE DILLC
DETAILS

How Much is
Your Agency Worth?

Request a free valuation quote today!

The market for independent agencies is hot! Call (972)395-8811 for free valuation interview, or contact us online to find out what your business is worth.

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Insurance Industry Specialists

Serving the agency and brokerage community

The Springtree Group is a company of entrepreneurs helping entrepreneurs. As a privately owned firm, we consult, finance, invest, acquire and sell in insurance-related businesses. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to agents, brokers and support companies in the insurance space.

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M&A and Financing

Services designed to support your business

Our dominate portfolio mix includes providing unique packages of M&A services complemented with loan packages. Financing can be accomplished through equity or debit, and equity, commissions or hard assets can be used as collateral. We also supply an impressive group of financially related services customized for this space to enhance your agency’s financial performance.

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Powerful Connections

Leverage our network of industry connections

We are very proud of the long list of nationally known lenders that have chosen to partner with us. As with all of our offerings, the services and products of our strategic partners are custom developed and provided exclusively for the insurance agent and brokerage community. Our deal sources for agency listings include our research team and out-bound telemarketing group, as well as more than 5,000 sell-side intermediaries and our network of consultants, attorneys, CPAs, bankers, DOIs, PEGs, and agency owners.

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Industry Know-How

Unique expertise in the insurance space

The professionals associated with the Springtree Group possess decades of successful experience in acquiring, investing in and operating companies in the insurance space, as well as securing growth capital for independent agencies. 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, and we are committed to providing fresh options to business owners that will not be found with any other organization.

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Springtree Group can help the sales process go smoothly.

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Blogs

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Avoid Shareholder and Successor Drama by Selling...

Selling Your Insurance Agency: The Right Way to Retire A common problem for family-owned businesses is so well-known...

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Liquidity and Middle Market M&A: Now is...

We have been speaking to our network of private insurance agencies, and it’s clear that some of our...

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Selling Your Insurance Agency Without an Advisor:...

Springtree Group repeatedly cautions owners of both small and large independent agencies:  Selling your insurance agency without an...

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