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Agency Transactions 2018-10-05T09:23:50+00:00

AGENCY TRANSACTIONS

Merger & Acquisition Services, Inc., provides a complete range of investment banking services for Wholesale and Retail Insurance Agencies, Managing General Agents & Managing General Underwriters (MGA/MGU), Third Party Administrators (TPA), and Program Administrators. Whether you are looking to sell your firm or to grow through acquisition, Merger & Acquisition Services is ready to help with a dedicated team of professionals. We understand the needs of business owners and will help guide you through the M&A process in order to maximize your agency’s value.

Insurance distribution companies choose Merger & Acquisition Services to assist with agency acquisitions or divestitures for the following benefits:

  • Maximize value through a controlled auction sell side process.
  • Minimize execution risk in a transaction.
  • Research acquisition targets in buy side engagements.
  • Senior M&A advisors engaged in all matters of the transaction.
  • Provide a relevant universe of prospective companies from our Proprietary Databases.
  • Use of M&A’s Electronic Data Room.
  • Manage Due Diligence Process.
  • Recommendations of relevant and experienced M&A Attorneys, Accountants, and Executives.

Valuations & Deal Structure

  • Merger & Acquisition Service’s dedicated team of M&A professionals maximize the value of your agency by evaluating key operational and financial metrics, and recommending what specific value drivers may be adjusted to increase the fundamental value.
  • Merger & Acquisition Services key objective is to maximize your company’s value through strategic acquisitions or divestitures.
  • Below is a table illustrating an example of a deal structure for insurance distribution company that includes upfront cash at closing and a three year earn out.
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M&A Process
Merger & Acquisition Service’s team of M&A professionals will help navigate you through all phases of the process in order to help you achieve your M&A goals.

Preparation

  • Evaluation of key operational and financial metrics of the company and creation of pro-forma financial statements.
  • Determine objective target parameters, including firm size, lines of business, geographic location, and strategic fit.

Marketing

  • Define the target market of companies that will provide the best price, terms and strategic fit for your company.
  • Develop and execute a marketing strategy to attract the best targets and strategic fit for your company.
  • Pre-screen prospective companies to reduce execution risk for a transaction.
  • Create a Confidential Information Memorandum (CIM) and Blind Profile documents to market to the target market.

Transaction

  • Merger & Acquisition Services conducts a controlled auction to maximize the selling price of your agency and insuring that you are getting the best possible deal.
  • Merger & Acquisition Services contacts prospective targets using direct mail, email, and telephone to set up meetings with targets.
  • Recommending and working with key professionals on the M&A team, including deal attorneys, accountants, and key executives.

Learn more about Due Diligence & Contracts please view our Due Diligence & Contracts Webinar.

Due Diligence & Contracts

    • Merger & Acquisition Services utilizes secure Electronic Data Rooms to control access to, simplify diligence requests, and to centralize all documents needed for the deal.
    • Merger & Acquisition Services manages the due diligence process to assist buyers or sellers and their advisors conduct a comprehensive investigation of all of the details of the business.
    • Merger & Acquisition Services assists your attorneys in providing information and documents and other ancillary contracts to complete the sale.

Please view our most Recent Transactions.

QUESTIONS ABOUT AGENCY TRANSACTIONS? ASK OUR EXPERTS.

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We have firms located around the world and give our clients the highest quality advice possible.