May Insurance Agent and Broker Buying Opportunities

Every month, Springtree Group (STG) provides confidential listings to our clients of insurance agencies and brokerages offered for sale. Having access to sellers can be difficult because open exposure of the desire to sell can be a concern for sellers, given the negative impact this information could have on markets, employees and clients. Through our network of more than 4,600 business intermediaries, as well as consultants, attorneys, CPAs, bankers, DOIs, VC and private equity firms, we are able to provide our clients with valuable insight into new buying opportunities in the insurance space.

The following are two example listings from the May edition of Insurance Agent and Broker buying opportunities. These particular shops may or may not be of interest to you, and this is far from a complete list. A number of additional shops with concentrations in Texas, California and Florida — many of which would be considered “bolt on” acquisitions — are available for consideration. (We do not include captives or franchise situations.) For more information about these and other seller listings, please call us at 972.395.8811 or email

SHOP B: Central Texas — Solid and profitable insurance Agency in Central Texas with 6 locations. Revenue has been consistent for several years in this 20+ year old family run Insurance agency. Book includes Auto, Home and Business insurance. The owner plans to retire. Revenue: $1.2M / Asking Price: $2.750M CODE: TTG

SHOP E: Southern California — 80% Commercial P&C and 20% Employee Benefits. This shop is relocatable. Seller is willing to carry some paper. WC 44%, Group Health 17%, General Liability 13%, Commercial Auto, 12% the balance is Personal Lines and Fees. Top 5 markets are Castle Point, York, Blue Cross Blue Shield, Travelers, Markel, and State Fund Direct. Revenue $250K / Asking $880K. CODE: CRC

Being associated with STG provides you access the strongest array of financial tools and services available to support you with acquisition, perpetuation and operational needs in any part of the U.S. Please call us at 972.395.8811 for assistance. We are dedicated to making 2012 a breakout year for you and your organization!