seller

Independent Agencies Sales Alerts – August 2018 Edition

The independent insurance agencies seller’s market continues to be prevalent as summer winds down. We attribute the continuing strength in agency M&A activity to significant consumer and market confidence in this space and the general strength of the U.S. economy. Overall agency valuations are improving, primarily because of heavy pressure by the increasing number of well-funded bidders in the market including strong Private Equity interest, coupled with the many National players purchasing successful agencies. This buyer pressure, combined with historically advantageous interest rates and positive multiple arbitrage are driving up asking prices for most agencies. The listings below are a sample of some of the independents discovered through our research or provided to us during the last 30 days.

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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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Preparing for an insurance agency acquisition

Preparing for an Agency Acquisition

You’ve paid your dues as a broker and you’re ready to take your career to the next level by purchasing an independent insurance agency. Or maybe you’re an established agency owner and want to broaden your market reach by acquiring…

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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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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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