Insurance M&A Services

Springtree Group specializes in serving insurance entrepreneurs whose agencies earn between $300k and $5M annually. These agencies are the least likely to seek out a M&A advisor, yet recent research has revealed just how devastating of a decision this is for this demographic.

In the last year, we have seen owners of agencies valued at $1 million and below who did work with M&A advisors net earnings 55% greater than sellers who failed to do so. Agencies are leaving hundreds of thousands of dollars on the table upon closing, potentially delaying their retirement or disrupting their future investment plans.

These figures could not be clearer. Working with STG will ensure that you earn every dollar to which you are entitled. Additionally, by working with us, you will gain access to a large pool of premier, financially vetted buyers who are actively searching for a robust agency in your area to purchase.

Did you know that 1 in 4 deals fail due to inadequate buyer financing? This market segment does not have access to the significant pools of acquisition cash that the major buyers have. This lack of access to capital and inadequate integration of standard financing techniques with the insurance M&A process have resulted in critical funding needs in our target market.

Don’t waste time negotiating deals like these that are doomed to collapse. You will delay your exit from your business and lose opportunities to engage with our qualified buyers who will, while you’re distracted, have found another agency in which to invest.

Once you have determined that you plan on selling your insurance agency within the next one, two, or three years, it’s time to reach out to Springtree Group. We can advise you on preparing your business for sale, the best methods for transitioning away from your role as owner, and how to arrange a sale that nets you the largest possible price for the agency you’ve worked so hard to build, maintain, and expand.

Our secure confidentiality systems are in place to protect both buyers and savvy sellers, who understand that their sale must be kept under wraps to protect the interest of their employees and clients. Additionally, should their competition within their insurance markets learn of their plans to sell, they would begin to work to take both clients and hard-working members of staff immediately.

Our precisely targeted approach will create a structure that will keep STG and you, as our client, narrowly focused on acquisitions or buyers who will suit your needs perfectly. As a result, every involved party saves both time and valuable capital.

Our streamlined acquisition target development is a joint, multi-level endeavor. Our extensive national network works in tandem with our “boots on the ground” local market intelligence accessible by our clients alone.

Among our other unique buyer services is our monthly Seller Alert Services, which we offer as a select sampling of agencies we have listed for sale.

We also offer a clear and concise step-by-step approach that gives our acquisition clients a guide to finding, negotiating, analyzing, funding, and closing insurance agency transactions. Of course, the cornerstone of our offerings is our employment of multiple loan platforms and tailored financial packages that bring each deal together.

There is no other company in the U.S. that provides a complete program of acquisition process development, surrounded by a full suite of financing tools in this very specific, difficult to finance insurance agency and brokerage space.

Our offerings are focused, specific, and have resulted from decades of repeated refinement. We only work within the insurance space, connecting entrepreneurs who wish to buy or sell firms under $5M. If you fall within these parameters, we will enjoy the opportunity to assist you.

Please call us at (972) 395-8811 and download our General Capabilities brochure to learn more.

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