Finding your way through the complex insurance M&A process can be as difficult as cutting through the thicket of a jungle. Amidst the dense vegetation are hidden dangers and unique obstacles that can quickly lead to trouble. But navigating what is to you, uncultivated land, can be much smoother and safer with the help of a knowledgeable and experienced third party — a Mergers and Acquisition advisor.
In this Webinar from Oak Street Funding on deal origination, guest speaker Sam Patterson of Springtree Group addresses acquisitions, insurance agency lending, and how to locate the right deal.
Sam Patterson, founder and principal of Springtree Group, has been named a member of the American Association of Insurance Management Consultants (AAIMCo).
The Springtree Group last week announced the merger of Reno based Excess Loss Insurance Services (EXL) by its client, Gatekeepers LLC. The transaction closed on June 14th, 2013 and was led by CW Conner, Principal of Gatekeepers Insurance and Chuck BERTOLINA, CEO of EXL and STG CEO, Sam Patterson.
DALLAS, TX and Boise, ID — July 1st, 2013 – Springtree Group (STG), a leader in providing the full spectrum of M&A and lending / financial services to Insurance Agents and Brokers today announced a formal strategic relationship with Pacific…
Springtree Group was recently highlighted in a feature article from PropertyCasualty360.com about the complexity of acquisition deals for mid-sized agencies when real estate is involved. The article follows the case of two insurance industry pros who contacted Springtree Group (STG)…
The recent economic upheaval was especially hard on the insurance industry. To remain competitive, insurance agents and brokers must become even more financially productive by utilizing proper financial tools to increase revenue and lower operating expense. Through its Strategic Partner…
Springtree Group (STG) and First Capital Funding Corp (FCFC) this week announced the details of a new mid-cap agency loan program. The new mid-cap program provides a new option for insurance agents and brokers in need of loan packages above the $5 million…
Springtree Group (STG) and Semper Fidelis Capital™ have announced a new SBA Loan Solutions™ Program designed for independent insurance agents and insurance brokers. The new program provides many customizable options for insurance agents and brokers that allow them to choose their…