May 2018 Off-Cycle Independent Agencies Sales Alert

Our research staff at Springtree Group has been very busy the first half of 2018, sourcing independent agencies for sale in various parts of the country. We have outstanding opportunities for you to consider that we did not want to wait until the June Sales Alert before giving you the chance to take a look. Please move fast if you are interested.

Independent Agencies Sales Alert – December 2017

Welcome to the final edition of Springtree Group’s sales alerts for 2017! The current year has solidified itself as another record year for insurance agency M&A activity. In our view, agency ownership transitions will continue to accelerate. The current network of agency owners is dominated by owners in their 60s and 70s. If you happen to be in mid-career, you may be ideally positioned to benefit from the transition of agencies over the next few years. The lack of succession planning within the current ownership ranks is significant and will benefit those that are ready, practiced and financially prepared.

Independent Agency Sales Alerts – May 2017 Edition

Private Equity money continues to pour into the insurance space. Primarily because of this significant PE activity in the insurance M&A marketplace, acquisition values are at all time highs. In this competitive acquisition market, it takes a concentrated mix of tactics and quick reflexes to develop adequate deal flow. The listings below are a sample of some of the new independents discovered through our research during the last 30 days.

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…