Over the past 30 years, we have completed over 1,000 transactions representing more than $5B in value within the insurance industry. Clients include Captive and Independent Agents, Insurance Networks, Wholesalers, MGAs, Program Administrators and Carriers, with market values ranging between $1M to $250M. Our past experience has created an extensive network of buyers, sellers and lending partners who look to INS Capital for assistance with M&A transactions and capital options.

Services

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Sell-Side Advisory

Exit Planning

Financing & Capital

Buy-Side Advisory

Agency Valuation

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Chris recently helped me secure funding to buyout my retiring partners and at the same time improve my rate, costs, cash flow and borrowing capacity. I had an experienced advisor to help me navigate the bank's (2).png