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
We begin by listening to learn about you, your business, team, and culture. Our goal is to gain a thorough understanding of your objectives, short and long-term goals, specific needs, and challenges.
We provide insight into current market conditions, buyer dynamics, and prevailing transaction structures. We will address your questions and share a preliminary perspective on the potential value of your insurance agency-brokerage.
Following the consultation we will request financial information to develop an adjusted pro forma, performing a formal valuation.
Upon execution of a mutual non-disclosure agreement (NDA) and receipt of requested documentation, we will perform a well-supported valuation analysis of your insurance agency-brokerage, building version one of an adjusted pro forma financial model. We provide you with our expert estimate on the market value of your insurance business.
During this stage we define our go-to-market approach.
Our team will collaborate with you to develop a comprehensive Confidential Information Memorandum (CIM). This foundational marketing document presents a detailed, accurate, and compelling overview of your insurance business, clearly articulating its financial performance, competitive advantages, and future growth potential.
We will prepare a complete marketing package that includes the CIM and pro forma financials to support informed buyer evaluation and competitive bidding.
Identify Potential Buyers
Drawing upon our experience, deep market insight, and broad professional network of qualified strategic buyers and institutional investors, we identify a targeted group of prospective acquirers. Each is carefully assessed for financial capability, strategic, and cultural alignment to ensure the strongest possible fit.
A formal process that protects your confidentiality with strict mutual NDA’s and processes.
Our team will approach a strategically selected group of potential buyers
to access interest and narrow the buyer pool to the most aligned parties.
After executing a mutual NDA, those interested buyers will receive your
CIM, Pro forma, and additional documents to review and evaluate.
Our team will schedule and conduct buyer meetings for you. We will advise
you on what questions you will be asked and have you fully prepared.
Our advisors will pre-negotiate any key transaction terms and we will assess and discuss buyer alignment with you. All potential buyers will have a specified period of time to submit best/final offers, a Non-Binding Letter of Intent (LOI), or we will manage a competitive auction.
We will receive, review and carefully evaluate all Non-Binding Letters of Intent (LOIs) with you. Together, we will assess the merits of each proposal, and you will determine which offers you would like us to negotiate on your behalf.
Our advisors will negotiate all selected LOI’s, including headline price and deal terms and structure.
We will advise and recommend a buyer, ultimately, the decision is yours to select the buyer that you prefer. We will then discuss and align on post-closing plans.
During this crucial step, your buyer will have a specified period of time to conduct a financial, operational, and legal review of your business to verify all the information provided to them. They have the ability to request additional documents. We will manage and coordinate all document requests with your buyer, their accountant, and attorney. Our team will have you fully prepared and advise you throughout the process.
Finalize Purchase Agreement and all other agreements pertaining to the transaction.
Execute and officially close the transaction.
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.