INS Capital Group

Transactions

Current Engagements & Recent Transactions

 

Agency for Sale

 

$1.6M Independent Retail Insurance Agency in Ohio for sale. To learn more about the opportunity, complete the form below to receive the deal teaser.

 
 

Past Transactions

 
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Represented these agencies during the sale process:

  • $3M revenue wholesale agency, Ohio

  • $2.5M revenue retail agency, California

  • $1.7M revenue retail agency, Ohio

  • $400K revenue wholesale agency, California

  • $250K revenue agency, Texas

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Provided consulting to the following agencies on best practices to prepare for the sale of their agency:

  • $1M revenue retail agency, California

  • $1M revenue retail agency, Ohio

  • $750K revenue agency, Alaska

  • $300K revenue retail agency, California

  • $250K revenue retail agency, Colorado


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Represented the agencies below during the acquisition process:

  • $5M Midwest revenue agency acquiring a $1M revenue agency

  • Represented PE buyer based in NY on a $1.5M acquisition opportunity in Florida

  • Represented $1M Maryland revenue agency on a $1.5M acquisition opportunity

  • Represented $500K Florida revenue agency on a $4M acquisition opportunity

  • Represented $1.3M Arizona revenue agency on a $1M acquisition opportunity

  • Buy side & Capital advisory for a former NFL player acquiring interest in a Texas retail agency

  • Represented $15M Midwest revenue agency making their first California acquisition

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Provided consulting on attaining capital for acquisitions or debt restructuring for the agencies below:

  • Capital Advisory (CA) for a $5M Midwest revenue agency to consolidate $5M in debt and raise $4M in additional capital for two acquisition targets

  • CA for a $5M Midwest retail agency seeking financing for a partner buyout

  • CA for a $3M Ohio retail agency seeking financing for an acquisition target

  • CA for a PE New York buyer seeking a financing partner for acquisition roll up strategy

  • CA for an $3M Arizona revenue agency to secure funding for an $2M acquisition

  • CA for a national acquirer seeking $25M in additional financing for new acquisition targets

  • CA for a startup agency seeking financing for their first Colorado acquisition

  • CA for a $5M Kansas revenue retail agency in KS seeking financing for an acquisition

  • CA for a $15M revenue agency seeking bridge financing for a capital project