Trusted Insurance Agency-Brokerage
Sell-Side M&A Advisory Services
Customized Solutions to Achieve
Your Financial & Strategic Transaction Objectives
143
transactions completed in last 5 years
$1B+
in aggregate deal value
75 yrs.
combined experience for M&A advisors
Trusted Sell-Side M&A Advisors
Delivering exceptional value and results aligned with your goals and long-term vision
Established in 2008, DCG Services National is a preferred leading mergers and acquisitions (M&A) advisory and consulting firm, exclusively providing sell-side M&A advisory services to independent insurance agencies and brokerage firms throughout the United States. Our team represents all types of insurance distribution businesses, including retail agencies, wholesale brokerages, MGAs and MGUs in the strategic marketing and sale of their insurance business. Serving clients nationwide, our seasoned advisors have successfully completed hundreds of M&A transactions.
Schedule a Free, Confidential Consultation and Valuation
Our Values
Our core values — trust, integrity and excellence — form the cornerstone of our client relationships. These principles define our identity and shape our advisory services. As your trusted partner, we maintain clear communication and process transparency while safeguarding your confidentiality throughout the entire sell-side engagement and beyond. Driven by excellence and a steadfast commitment to your success, we provide customized, high-caliber sell-side advisory services so you can realize your financial, professional, and personal goals.
Trust
Integrity
Excellence
Expertise When It Matters Most
Selling an insurance agency or brokerage is a complex, multi-phase transaction with many nuances, variables, and moving parts both financial and legal. Navigating these complexities successfully requires specialized M&A expertise at every stage. Our depth of expertise stretches through all stages of the M&A sales process. As your experienced partner, we gain a deep understanding of your objectives, goals and long-term vision. We customize our approach to meet your unique needs and deliver market insight, value-maximizing strategies, expert guidance, and skilled execution to ensure:
- Your value is maximized and your terms are most favorable for the purchase of your insurance business
- You have the ability to select the buyer and/or partner that’s most ideal, culturally and strategically aligned, not just the highest bidder.
- Risk is minimized and the transaction process remains controlled, efficient, and confidential
Proven Process
1. Consultation
2. Valuation
3. Planning / Market Preparation
4. Go-to-Market
5. Receive & Review Offers
6. Negotiate
7. Due Diligence (Buyer)
8. Finalize & Execute
Expert Guidance, Professional Representation
Partner with us to secure the right buyer and achieve the highest possible value
Today, there are more well-capitalized strategic buyers and private equity-backed investors competing for insurance agency-brokerage acquisitions than at any other time in the past. This strong demand and significant influx of capital have created a highly attractive seller’s market. At the same time, deal structures have become increasingly complex making M&A transactions even more challenging to navigate. The most costly mistake that an owner can make is selling directly to a buyer without engaging a professional sell-side M&A advisor and running a structured, competitive go-to-market process that generates multiple bids from qualified buyers. On average agency-brokerage owners who sell without professional representation receive 30% less than comparable type and size agencies and brokerage firms that engage an experienced insurance sell-side M&A representative.
National Network of Relationships with Strategic Buyers and Leading Institutional Investors
Our team has a vast professional network of relationships with strategic buyers and institutional investors throughout the United States, including long standing, meaningful relationships with the most active and prolific acquirers within the insurance distribution system for both private and private equity-backed national insurance brokerages.
Our structured, competitive sell-side process is proven to deliver premium outcomes
Our professionally managed sales process creates unmatched competitive demand—strategically positioning your business to maximize value. You gain the flexibility to choose from various types of the most qualified acquirers, allowing you to select the buyer and/or partner that is most ideal, culturally and strategically aligned—not just the highest bidder.