M&A

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.

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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.

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Independent Insurance Agency Sales Alert – November 2017

Market conditions for mergers and acquisitions remain very active within the insurance distribution sector. All indications are that these tendencies should continue for the foreseeable future, as aggressive private equity-backed buyers continue to drive the market. It is also no secret that these trends are, in turn, driving up overall agency valuations. Our sources for potential opportunities for prospective agency buyers come through our in-house and external research groups, custom built outreach programs and direct contact by sellers. Our pipeline is supplemented by our large network of sell-side business brokers, industry consultants, attorneys, our lending underwriters and broken financing deals. The listings highlighted here are a small sample of some of the new independents discovered through our research during the last 30 days.

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Independent Insurance Agency Sales Alert – August 2017

The independent agency seller’s market continues to be prevalent, likely due to significant consumer and market confidence combined with moderate interest rates for buyers, while the captive agency market is neutral. The listings below are a sample of the independent insurance agencies for sale discovered through our research during the last 30 days.

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Independent Insurance Agencies Sales Alerts – June 2017 Edition

National insurance agency M&A activity so far this year is trending on par with the hectic pace experienced in 2015 and 2016.Our research reveals several key primary drivers, including the participation of even more private equity groups, relatively low lending interest rates, and demographics the current agency owner population. Leveraging our relationships with more than 5,000 sell side intermediaries, along with in-house and outside research, and other sources, we have put together this month’s list of the latest independent insurance agencies for sale.

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