mergers and acquisitions

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 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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Independent Insurance Agency Sales Alert – January 2017

As 2016 drifts into the rear view mirror, the memory of potential buyers contacting STG in November and December wanting to close a deal “before the end of the year” was noteworthy. The development work for most transactions typically takes a few months from inception to closing. If buying an insurance agency is in your business plan for 2017, we recommend that you start the procurement process now to complete your acquisition during this calendar year. The listings here are a few the new or repriced independent agencies for sale discovered through our research or provided to us during the last 30 days.

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Independent Insurance Agency Sales Alerts – November 2016 Edition

Recently released Q1 2016 M&A activity statistics revealed that the first quarter of 2016 was the second most active quarter for M&A transactions in the past 10 years. 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 also driving up overall agency valuations.

The listings below are a sample of some of the new independents discovered through our research during the last 30 days. Upon request, we will provide Registered Buyers access to previous month’s and off cycle listings.

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Independent Agency Sales Alert – October 2016

The M&A market for insurance agencies continues to push upward with the strengthening of multiples and strong activity. The seller’s market for independent agencies is still prevalent and we have also noted a firming trend in the market for Captive shops in the last six months. Private Equity continues to be a strong driver of the strength, with nearly 80% of the larger reported transactions coming from PE-backed firms.

The listings below are some of the independents discovered through our 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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