Overview

We are acquiring an insurance brokerage in CA as an entry-point into a long term buy and grow strategy with a 20+ year time horizon. Our strengths will be working in the commercial market, as we are small business owners ourselves and MBAs. We are most interested in durable niches, and are open to both retail and wholesale opportunities. We'd love to find a succession opportunity, or a small and experienced owner who would prefer to focus on their individual practice of closing deals and serving their clients, and would gladly give up "running the business" of the practice to management professionals like us. Our strengths are in team building, business administration, financial management, mergers and acquisitions, and b2b marketing.

Last Activity
6 months or more

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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Resources
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