agency lending

Independent Insurance Agencies for Sale Alert – January 2018

As 2017 drifts into the rear-view mirror, the memory of potential buyers contacting Springtree Group (STG) in November and December wanting to close a deal “before the end of the year” was notable. We unfortunately needed to advise clients that in most cases there is simply not enough time to professionally complete a complex deal unless the transaction was intended to be all cash. The lesson for us is to advise buyers to begin as early as possible. The lesson for you is that it’s never too soon to start planning!

The listings below are samples of some of the new or changed independent agency listings developed through our outreach, research or provided to us during the last 30 days. Upon request we will provide our clients access to previous month’s and off cycle listings.

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Insurance Agencies for Sale – January 2014 Independent Agency Listings

Welcome to the first edition the STG Insurance Agent and Broker Sales Alerts for the New Year! We are excited to see tremendous opportunities with independent insurance agencies for sale across several parts of the country. Middle market buyers continue to be enthused about buying opportunities because of four critical motivations:

  • To gain critical mass
  • Enter a new market area
  • Back fill organic growth gaps
  • Better utilize operating efficiency / specialty resources

In our view, the most effective tactic in acquisition target development is a multi-level and joint endeavor, using the national approach that STG provides in concert with the “boots on the ground” local market intelligence…

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Insurance Agency Listings – December 2013 Edition

Springtree Group is pleased to present the December 2013 insurance agency listings for independent brokers and agents. National activity for the year has been average to good. The seller’s market for independent agencies was prevalent all year, as was the buyer’s market in the captive arena. The firming of P&C pricing in most sectors caused selling multiples to lift in anticipation.

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Springtree Group and Premium Finance Associates Announce New Jointly Owned Marketing Company – Insurance Agent Loan

The Springtree Group (STG), a national leader in providing a full spectrum of M&A and lending services to agents and brokers in the insurance industry, and Premium Finance Associates (PFA), a specialized marketer and manager of financing services for Property & Casualty policies on October 9th jointly announced the formation of a new insurance marketing venture.

The agreement calls for the development of a new jointly owned marketing company, Insurance Agent Loan (IAL). The two companies will pool resources and intellectual property to speed the development and adoption of financial products and services to support increased productivity, growth and profitability of Insurance Brokers and Agents.

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