Off-Market Agency Acquisition Sourcing 

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Supplement your in-house deal sourcing efforts with our proactive deal generation system for identifying coveted off-market  opportunities. 

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With over 30 years of B2B sales and marketing experience, including 17 dedicated to the insurance industry, and 14 years owning a national marketing communications firm, we are uniquely positioned to provide exclusive access to off-market agency acquisition opportunities.

 

Our extensive industry knowledge and connections combined with well crafted messaging and multi-channel marketing strategies allows us to consistently present high-quality, strategically aligned agencies that match your investment criteria. 

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Our Value Proposition​​​

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• Exclusive Access: We will bring you off-market agencies you won't find elsewhere. Each introduction is exclusive to you. 

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• Buy-Side Focus: Unlike most M&A firms, we work exclusively with buyers to source deals. 

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• Targeted Proprietary Deal Flow: Our refined search process ensures that each opportunity we present is strategically aligned with your investment criteria.

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• Time Efficiency: Free up your team's time by receiving direct introductions to pre-qualified sellers, enabling your team to concentrate on due diligence and closing the transaction, rather than hunting for prospects. ​​

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• Proven Expertise: Our experience in founding and successfully exiting a national marketing communications firm combined with 17 years serving the insurance industry equips us with a unique skillset. This background enables us to create advanced multi-channel outreach campaigns and craft messaging that resonates with agency owners. 

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• Competitive Fee Structure: Our fee model provides a cost-effective solution for sourcing off-market acquisition opportunities.  

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Let us manage the time-consuming task of finding and pre-screening acquisition targets so your team can focus on evaluating high-quality opportunities and closing profitable transactions. ​