Recent Listings
California
A seven-year-old mixed practice serving the California marketplace is now available for sale. This shop is small enough to...
How Much is
Your Agency Worth?
Request a free valuation quote today!
The market for independent agencies is hot! Call (972)395-8811 for free valuation interview, or contact us online to find out what your business is worth.
Insurance Industry Specialists
Serving the agency and brokerage community
The Springtree Group is a company of entrepreneurs helping entrepreneurs. As a privately owned firm, we consult, finance, invest, acquire and sell in insurance-related businesses. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to agents, brokers and support companies in the insurance space.
M&A and Financing
Services designed to support your business
Our dominate portfolio mix includes providing unique packages of M&A services complemented with loan packages. Financing can be accomplished through equity or debit, and equity, commissions or hard assets can be used as collateral. We also supply an impressive group of financially related services customized for this space to enhance your agency’s financial performance.
Powerful Connections
Leverage our network of industry connections
We are very proud of the long list of nationally known lenders that have chosen to partner with us. As with all of our offerings, the services and products of our strategic partners are custom developed and provided exclusively for the insurance agent and brokerage community. Our deal sources for agency listings include our research team and out-bound telemarketing group, as well as more than 5,000 sell-side intermediaries and our network of consultants, attorneys, CPAs, bankers, DOIs, PEGs, and agency owners.
Industry Know-How
Unique expertise in the insurance space
The professionals associated with the Springtree Group possess decades of successful experience in acquiring, investing in and operating companies in the insurance space, as well as securing growth capital for independent agencies. Our experience ranges from early stage, high growth ventures to Fortune 50 firms. We offer a unique perspective resulting from having built, managed and sold our own companies, and we are committed to providing fresh options to business owners that will not be found with any other organization.
YES! PLEASE CONTACT ME ABOUT A
Complimentary Agency Appraisal
Looking for a qualified buyer for your agency?
Springtree Group can help the sales process go smoothly.
"*" indicates required fields
Blogs
Legal Paperwork Timeline in the Sale of...
As a rule, we advise sellers to begin organizing and completing the legal paperwork required for the sale...
Insurance M&A Outlook for...
The first month of 2024 is behind us, and headlines are highlighting multiple indications of market trends. Unemployment...
Thinking of Buying a Virtual Insurance Agency?...
The 2020 pandemic shifted how American workers think about heading into the office. According to Forbes, 98% of...
