Insurance Agencies for Sale – Springtree Group January 2022 Sales Alert

It’s a new year, and we’re diving right in with our first installment of Agency Sales Alerts. We had an exciting year last year with near-record merger & acquisition activity and it goes without saying that we can’t wait to see what 2022 brings for our buyers. We are also of course also thrilled for those sellers we worked with who were able to enjoy a successful transition event.

At the close of 2021, we had a number of interested buyers reach out, hoping to close a deal by the end of the year.  We make mention of this only because it is important to reiterate to anyone who is considering buying or selling an insurance agency that (in most cases) the process is simply too complex to be completed so quickly. The only exception to this would be an all cash deal. Otherwise, we urge you to begin the process at least one year out from your preferred “close” date to ensure that the deal isn’t rushed in any way.

The absolute quickest (financed) transactions typically take a bare minimum of six months from inception to closing. This doesn’t include the time it takes to locate the right insurance agency listing. If buying an agency is in your business plan for 2022, we recommend that you seriously consider starting the procurement process now so that your acquisition can hopefully be completed during this calendar year.

What is the Insurance M&A Market Outlook for 2022?

Conditions are favorable! While many industries and markets have experienced intense slow-downs since the start of the pandemic in early 2020, the insurance industry remains strong and ever-necessary. Buying an insurance agency in 2022 is a sound financial decision.

The listings below are a small sample of independent insurance agencies for sale that we have information about. For our complete list, and to become a Springtree Group registered buyer (it’s free!), reach out to us at

SHOP A: Alaska – This is your chance to own a strong and robust agency in America’s last frontier. A 50-year-old P&C agency with 4 producers and 2 CRS’s is available. All direct contracts with Safeco, Liberty Mutual, Allstate (Independent Contract), Progressive, Western National, Alaska National, and more.
Reported Revenue: $600K / Asking Price: 2.5X revenue / Tracking Code: DAKJS

SHOP C: Texas – An independent insurance brokerage company is now available in DFW. This shop offers a central hub for homeowners, auto, rental property insurance, and other products related to real estate. The company has seven employees. Markets include Safeco, Travelers, State Auto, Allstate, and more. Licensed to service real estate investors in AZ, OK, TN, GA, OH, and LA.
Reported Revenue: $831K / Asking Price: 2.5X revenue / Tracking Code: STXCB

SHOP E: Oregon – This independent Group and Individual Health Insurance Agency that has been writing health insurance since 2001 is now available for purchase. The agency writes business with Providence, BCBS, Kaiser, Pacific Source, and more! The agency desires to sell off their Group and Individual Health business only. The health side of the agency has one full-time, licensed employee and the seller requires that she continue on with the new owner.
Reported Revenue: $340K / Asking Price: 2.4X revenue / Tracking Code: DORLM

The professional teams at Springtree Group have 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 buyers that will not be found with any other organization.