Proactive Buy-Side Deal Sourcing & Origination Exclusively for Insurance Agency Acquirers
Most agency acquisitions never make it to market. We engage owners before they're actively selling, qualify their interest, and create opportunities you won't find elsewhere.
Recent Client Feedback:
"Marc and Sageview have been instrumental in bringing us qualified agencies. They are very professional and know the ins and outs of M&A. I highly recommend this firm."
Mark Kelder, President - Energy Insurance Agency, Inc.
Insurance Journal Top 100 / Big "I" Best Practices Agency
What We Do
-
Identify independent insurance agencies that match your acquisition parameters.
-
Contact agency owners directly to initiate acquisition conversations.
-
Gauge owner interest & willingness to explore a strategic sale.
-
Screen for alignment on structure, timing, expectations and objectives.
-
Introduce only pre-screened agency owners aligned with your mandate.
-
Deliver a continuous pipeline of proprietary, off-market deal flow.
How We're Different
-
Pure Buy-Side Focus: We strictly execute buy-side mandates and never represent sellers.
-
No Auction Bidding: We avoid public auctions to help you secure exclusive, bilateral discussions.
-
True Deal Origination: We don't wait for listings; we proactively build relationships from scratch.
-
Proprietary Value: We create fresh opportunities directly with owners so you aren't competing with the entire market.
-
Niche Expertise: 100% dedicated to the independent insurance agency space—never generalist M&A.
What This Means for You
-
Gain immediate access to agency principals before they ever hit the open market.
-
Maintain a predictable pipeline of exclusive off-market deals matching your strategy.
-
Eliminate unqualified conversations, generic inquiries, and wasted time.
-
Reduce your reliance on heavily brokered, low-margin competitive bidding wars.
-
Free up your internal team to focus strictly on due diligence and closing.
Who We Work With
-
Privately Held Insurance Firms
-
Family Offices & Permanent Capital Groups
-
PE-Backed Platforms & Serial Acquirers
-
Local & Regional Strategic Buyers
-
Banks & Financial Institutions