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As a Springtree Group Buyer, we welcome you to your September 2022 edition of the STG Insurance Agency Alerts publication. Middle market buyers are excited about buying opportunities because they’re looking to:

  • Gain critical mass to leverage expenses, commission structures, and contingencies
  • Enter new geographic market areas and gain new insurance markets
  • Backfill organic growth gaps
  • Better utilize operating efficiencies/specialty resources

In our view, the most effective tactics in acquisition target development include a multi-level endeavor, using the national approach that STG provides in concert with the local market intelligence only the client has access to. Our Buyers benefit from our use of several well-tested deal origination tools. The goal is to reach the 90% of agency sellers that are not openly communicating their intention to sell.

Our deal sources include our in-house research team, the ever-growing group of over 5,000 sell-side intermediaries, and deals made available due to broken financing – exposed via Springtree’s financing division. This activity is supplemented by our network of consultants, attorneys, CPAs, bankers, DOIs, PEGs, and direct contact with sellers. STG provides buyers with the broadest insight available into new buying opportunities in the insurance space.

The listings below are ONLY A SAMPLE of the current open inventory of independent insurance agencies discovered through our processes.

SHOP A: Missouri: This family and Veteran-owned independent P&C agency is proud to provide vehicle/car, SR22, renters, home, commercial auto, motorcycle & boat insurance to individuals and businesses across 11 states for nearly 30 years. Primary carriers include Haulers, Progressive, Safeco, Dairyland, and National General, and more!
Reported Revenue: $361K (includes $100K in fees) / Asking Price: 2.5X commissions & 1.5X on fees / Tracking Code: DMODM 


SHOP B: Colorado: We are excited to offer a new independent P&C agency listing in CO with a small amount of business in Washington state. This is a balance sheet clean-up and cash-generating deal for the owner. The owner started in the space 10 years ago and is now ready to take some money off the table. The focus is on smaller personal lines agencies with existing staff. Full data conversion to Applied Epic management system has been completed.
Reported Revenue: $625K / Asking Price: 8X EBITDA / Estimated EBITDA: $353K / Tracking Code: SCOMM


SHOP D: Maryland:  For sale here is a Medicare Advantage book of business administered from the Maryland market. This is a book sale only with no expenses or employees that will come with the acquisition. This company is licensed in 23 states. Carrier Appointments include Anthem, UHC, WellCare, Humana, Clover, Aetna, and Cigna. Book being sold to cash flow future growth.
Reported Revenue: $540K / Asking Price: 2.5X / PIF 1500 / Tracking Code: SMDAM


If you need financing, we highly recommend utilizing our lenders. STG will integrate your M&A project seamlessly with the appropriate financing. Utilizing our network of lenders is smart because you’ll save time and work by integrating the processes together.

Financing deals that go south are the top reason insurance M&A deals fall through, but by partnering with Springtree Group, you’ll have access to the strongest array of M&A and financial tools and services available. We proudly facilitate deals in North America, South America, Europe, and the Bahamas. Please email us at or visit our website at for additional information on services and opportunities.