Insurance Agency Mergers & Acquisitions Services & Support

Our experienced inorganic growth Insurance Agency Mergers & Acquisitions Team has collectively closed over 300+ acquisitions and is comprised of professionals with deep insurance industry knowledge and significant expertise in sourcing, diligence and deal execution. Our Insurance Agency M&A Team will work in partnership with the Platform Partner to create a bespoke inorganic growth strategy with agency principals aligned with local market reach, sector or line of business growth aspirations providing the following services:

  • Strategy development
  • Target screening and sourcing
  • Valuation
  • Due diligence
  • Legal consultation
  • Integration support

Keystone Agency Partners Secures Spot in Top 50 US Broker List!