Springtree Group and Pacific Crest Services Announce Details of New Strategic Partnership

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 Crest Services (PCS). Pacific Crest is a leading Independent Insurance Alliance employing over 150 independent insurance agents with a heavy presence in the Western US.

As the US agent and broker marketplace begins the long pull out of a difficult economic period, insurance Agents and Brokers are finding they must become even more operationally and financially productive to grow and prosper in this new era. Pacific Crest has a track record of providing affiliated agents the best insurance markets, operational templates, sales tools and training that is available in today’s marketplace. Providing the additional STG services offerings, such as succession planning and lending services, to broaden the support of affiliated agents is a natural fit.

“We are honored to have our strategic relationship with Pacific Crest and are pleased to have the opportunity to deliver segment leading loan products and M&A services in support of the Alliance”, stated STG CEO, Sam Patterson. “Our goal is to provide the Alliance our battle tested lending and M&A services that are simple to use, easy to understand and provide exceptional long-term value”.

“Pacific Crest is a technology driven and growth-oriented insurance organization. PCS and STG have the mutual goal of ensuring that agents are decidedly successful in the highly competitive insurance industry. Affiliating an agent’s name and business with Pacific Crest certifies to the customers that they will be treated according to our “People Over Profits” policy and community culture”, states Shawn Webb, Pacific Crest Principal. “Through STG, we will offer Best-of-Breed, segment specific lending programs combined with merger and acquisition support to build even greater value for our Alliance and it’s the members”.

About Pacific Crest Services 

Incorporated as an independent insurance broker in 2006, Pacific Crest Independent Insurance Alliance now has over 150 independent agents and currently has agencies in 13 states with their corporate headquarters located in Eagle, Idaho. The significant growth in the last year is directly attributable to their “Independent Agent Advantage Program” which couples leading compensation with the most advanced technology tools available to the insurance industry.

Please visit Pacific Crest Services online at www.pacificcrestinsurance.com for additional information.

About Springtree Group
Springtree Group, founded in 1988, provides Mergers & Acquisition advisory and lending / financial support services to the Agent and Brokerage community. STG is the largest North American company of its type, bringing a highly specialized portfolio mix of loan platforms and M&A consulting services specifically built and managed for this highly fragmented market space.

Springtree Group is headquartered in Dallas, TX, and provides services to the insurance space in every region in the USA and Canada. For more information visit our website at www.springtreegroup.com:

Sam Patterson