Insurance Brokers & Agents

Insurance Brokers & Agents Advisory

At FOCUS Investment Banking, we understand the evolving dynamics of the insurance brokerage and agency landscape. Whether you’re an independent broker, specialty agency, or consolidator, our dedicated team brings deep industry expertise and a proven track record of M&A success to help you navigate growth, succession, or exit strategies.

With decades of transaction experience and a finger on the pulse of market trends, we provide tailored advisory solutions that maximize value and align with your long-term goals.

Services for Insurance Brokers & Agents

FOCUS Investment Banking provides specialized advisory services to independent insurance brokers, retail agencies, managing general agents (MGAs), and insurance aggregators. We understand the nuances of recurring revenue models, carrier relationships, licensing structures, and the importance of client retention in driving valuation.

Sell Side: We help agency owners maximize value through a well-structured sale process. Our team prepares you for market, identifies qualified buyers—including national brokerages, regional platforms, and private equity-backed acquirers—and negotiates terms that align with your financial and legacy goals.

Buy Side: For firms looking to scale through acquisition, we source, screen, and facilitate deals that support your geographic, product line, or niche specialization objectives. We know what makes a target agency attractive and how to integrate it successfully.

Capital Raising & Recapitalizations: Need to fund acquisitions or provide shareholder liquidity? We connect you with capital partners—ranging from senior lenders to minority equity investors—who understand the economics of the insurance intermediaries space.

What Sets FOCUS Apart

The insurance brokerage landscape is changing fast—consolidation is accelerating, valuations are rising, and private equity interest is at an all-time high. Here’s why FOCUS is the right partner to help you capitalize on the opportunity:

Deep Industry Expertise: Our team includes former insurance executives, operators, and M&A professionals who understand the regulatory, financial, and operational intricacies of agency businesses.

Strong Track Record in the Insurance Sector: We’ve advised numerous brokers and agencies—from niche MGAs to multi-line retail shops—on successful transactions with both strategic and financial buyers.

Relationships with Active Buyers: We maintain direct relationships with national brokerages, regional consolidators, and private equity firms actively seeking acquisition targets in the insurance space.

Tailored, Hands-On Approach: We don’t take a one-size-fits-all approach. Every engagement is customized based on your firm’s size, goals, and growth story—with senior banker involvement at every stage.

Middle Market Focus: FOCUS specializes in founder- and family-owned businesses with $10M to $150M in enterprise value—bringing the right level of attention, strategy, and resources to help you maximize outcomes.

INSURANCE BROKERS & AGENTS TEAM

Driving M&A Success

Hear From Our Clients

Success Stories From Our Clients

“I met Eoin O’Keefe and Donal Cantillon after which I immediately knew FOCUS was the right company to sell Insight Insurance on our behalf. Nobody has worked harder in the process. Their attention to detail and expert guidance along the way has helped us to achieve an excellent outcome for our business. You need to have FOCUS by your side every step of the way if you intend on selling your business.”