Private Equity
Strategically Selling to and Partnering with a Private Equity-Backed National Insurance Brokerage
To Ensure Financial Security, Generational Wealth and Many Years of Future Success for Your Independent Insurance Agency or Brokerage Firm!
Delivering Superior Results!
Achieving Your Strategic Objectives & Goals
(General Overview)
Private Equity (PE) -backed national insurance brokerages strategically acquire and partner with various types of carefully selected independent insurance agencies and brokerage firms to accelerate growth, diversify and strengthen their offerings, enhance expertise, and create additional value. Acquired insurance agencies and brokerage firms, “partner firms”, gain access to robust resources, technology, operational support services and the financial backing of a well capitalized national insurance brokerage. Partner firms have the ability to accelerate and successfully scale growth, deliver the highest level of service and value to clients, while continuing to maintain their operational autonomy and local brand.
EBITDA valuation multiples are used to measure the value of all insurance firms. In general, acquired insurance agencies and brokerage firms receive 80% or more in guaranteed cash at closing and 10% to 20% in stock ownership in the company. Partners will have the ability to cash out or retain their stock when the company recapitalizes, typically every three to five years. All Private Equity-backed brokerages are unique, however, past stock returns have been exceptional and more lucrative than a good stock market investment, minus the risk. In addition, partner firms are provided with three years of earnout opportunities, growth bonus incentives. These additional bonuses are realistic and attainable, paid out in cash or equity, contingent on growing one’s own agency by a defined annual percentage of EBITDA or revenues. Your entire team of associates would benefit, as well, with greater career opportunities, increased compensation and attractive incentives.
Over the last several years, PE-backed firms have attained strong annual double digit organic growth and continue to increase in value at a remarkable pace through both acquisition and organically. If you’re nearing the end of your career and you are planning to retire in the near future and/ or you are interested in fueling growth, taking your insurance firm to the next level, then now is the perfect time to explore your options. Strategically selling to and partnering with a Private Equity-backed national insurance brokerage positions your agency or brokerage for many years of substantial growth to ensure long-term success, financial security and generational wealth. Now is the perfect time to explore your options.
DCG Services National
Sell-Side M&A Advisory Services
Offering Options, Providing Solutions
Delivering Exceptional Results
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 and strategic transaction consulting services to independent insurance agencies and brokerage firms throughout the United States. Our team professionally represents all types of insurance distribution businesses, including retail agencies, wholesale brokerages, MGA’s and MGU’s in the strategic marketing and sale of their insurance business. Assisting clients from coast to coast, our experienced advisors have successfully completed hundreds of insurance M&A sales transactions.
We have an expansive network of relationships and contacts with strategic buyers and investors throughout the United States, including key, meaningful relationships with the most prolific acquirers within the insurance distribution system for both private equity-backed and privately owned national insurance brokerages, top-100 firms. Leveraging our in depth knowledge of the insurance M&A marketplace, industry expertise and broad network of strategic relationships, we are able to quickly identify and obtain offers from qualified buyers that are most advantageous and mutually beneficial for our clients. We advise you on the most attractive offers, negotiate and execute an exceptional transaction. Our proven process creates strong demand and competition to ensure that you maximize the value of your insurance agency or brokerage. Now is the perfect time to explore your options. Schedule a confidential consultation.