Building the Deal: Springtree Group Featured in PropertyCasualty360

Springtree Group was recently highlighted in a feature article from 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) about purchasing a half-dozen agencies with annual revenues between $1 million – $2 million, primarily in the Midwest. STG pinpointed a prime target for the acquisition, but the building in which the company was based was part of the deal. Learn how STG was able to structure the financials for this unique situation.

By Caterina Potoriero, PROPERTYCASUALTY360.COM
February 5, 2013

Even the “typical” acquisition deal for a mid-size insurance agency or brokerage has many moving parts and needs to incorporate a number of financing options to get done.

But when you add real-estate assets to the purchasing mix, completing the financing puzzle can become inordinately more complex.

This was the challenge recently faced by Springtree Group, a Dallas-based firm that finances and consults on agency acquisitions and mergers (as well as acquiring agencies itself). READ FULL ARTICLE