At Eagle Advisory Services Specialize in Insurance Finance & Accounting Mergers and Acquisitions. Our extensive network of insurance industry veterans allows Eagle Advisory Services to help facilitate introductions that can may lead to new business development and Strategic partnerships.  Eagle Advisory Services also use their experience of working with businesses from a broad range of industries to help you analyze your situation carefully, make the right choices and negotiate the best deal. Although we specialize in Insurance Finance and Accounting Mergers and Acquisitions transactions we service a broad variety of business verticals.

MERGERS AND ACQUISITIONS INSURANCE SPECIALIST: BUYERS

If you are an agency owner who is looking to buy, then our services provided to you are on a contingency basis. The only time a fee would be earned is after the successful completion of an acquisition. We welcome the opportunity to speak with you about our pricing structure, terms and conditions. Decades of insurance industry knowledge working in conjunction with leaders
Deep understanding of the retail and wholesale environments Relationships with thousands of owners of independently held agencies and brokers throughout the country Typically the owners we work with are not working with any of the national M&A consultancy organizations Prior to introducing an owner to you we have already identified the culture, role and environment they seek Knowing your business and growth strategy enable us to present only those agencies & brokerage that meet your criteria Expedience, yet patience for your time constraints Passion about our shared venture Integrity, honesty, confidence, knowledgeable, respectful, strong work ethic, passion and pride are traits that you will find exists amongst our consultants Whether it is through M&A or organic activity, the professionals at Eagle Advisory Services are here to help you achieve your growth initiatives.

MERGERS AND ACQUISITIONS INSURANCE SPECIALIST: SELLERS SIDE

If you are an agency owner who is considering selling your business, then our services to you are free and confidential. We understand that this process is about you, your people, your agency, and most importantly, not about us. We at Eagle Advisory Services understand the sensitivity entailed in this process and will never release your name or the name of your company without your consent.

We recognize that it is Your clarity that is of the utmost importance. With that said, we will always openly share the names of the principals and entities that we are working with on the buyer side. We pledge to take the time to understand the issues that are the most critical to you in seeking a new partner. Our interests lie in your ideal culture, role and the types of resources that need to be in place. Understanding these critical and sensitive issues enables us to identify and select partners that will meet your criteria. Although price and terms are extremely important, most buyers are generally in the same ballpark. The majority of independent owners who we have spoken to over the years often share with us criteria that is essential in a new relationship providing that price and terms are at or above market level.

The Eagle Advisory Services Advantage to sellers that trust in us:

  1. Full disclosure of the buyers that we work with.
  2. Confidentiality.
  3. Courtship by multiple suitors.
  4. Experienced team that has engaged in thousands of conversations with agency owners like you across the country.
  5. Buyers that range from small independents to globally publicly traded firms.
  6. A deep understanding of your industry niche.
  7. Knowledge of which buyers would consider your firm a strategic play.
  8. We work on a contingency basis with our buyers which enables us to introduce you to more than one entity.
  9. We are nimble, yet we can move at whatever pace works best for you.
  10. Provide timely and accurate feedback throughout the process.
  11. We have an understanding that your views, priorities and goals are subject to change during the process.
  12. Assist you in identifying buyers that can structure acquisitions for your current and future value creation.
  13. Ability to provide you with buyers who utilize earn outs tied to pro forma adjustments.
  14. Many of our buyers will create an environment that will enable you to maintain most of your operating autonomy.

MERGERS AND ACQUISITIONS INSURANCE SPECIALIST: BUYERS

If you are an agency owner who is looking to buy, then our services provided to you are on a contingency basis. The only time a fee would be earned is after the successful completion of an acquisition. We welcome the opportunity to speak with you about our pricing structure, terms and conditions.

Advantages for buyers that use Eagle Advisory Services:

  1. No retainers. Fees are paid upon purchasing of an agency / brokerage
  2. Decades of insurance industry knowledge working in conjunction with leaders
  3. Deep understanding of the retail and wholesale environments
  4. Relationships with thousands of owners of independently held agencies and brokers throughout the country
  5. Typically the owners we work with are not working with any of the national M&A consultancy organizations
  6. Our sweet spot is agencies with revenues from 500k to Over 100 million
  7. Prior to introducing an owner to you we have already identified the culture, role and environment they seek being as we have many different             buyers all with significantly different needs and wants.
  8. Knowing your business and growth strategy enable us to present only those agencies & brokerage that meet your criteria
  9. Expedience, yet patience for your time constraints
  10. Passion about our shared venture
  11. Integrity, honesty, confidence, knowledgeable, respectful, strong work ethic, passion and pride are traits that you will find exists amongst our consultants Whether it is through M&A or organic activity, the professionals at Eagle Advisory Services are here to help you achieve your growth initiatives.

 

MERGERS AND ACQUISITIONS FOR INSURANCE COMPANY: SELLERS

If you are an agency owner who is considering selling your business, then our services to you are free and confidential. We understand that this process is about you, your people, your agency, and most importantly, not about us. We at Eagle Advisory Services understand the sensitivity entailed in this process and will never release your name or the name of your company without your consent.

We recognize that it is Your clarity that is of the utmost importance. With that said, we will always openly share the names of the principals and entities that we are working with on the buyer side. We pledge to take the time to understand the issues that are the most critical to you in seeking a new partner. Our interests lie in your ideal culture, role and the types of resources that need to be in place. Understanding these critical and sensitive issues enables us to identify and select partners that will meet your criteria. Although price and terms are extremely important, most buyers are generally in the same ballpark. The majority of independent owners who we have spoken to over the years often share with us criteria that is essential in a new relationship providing that price and terms are at or above market level.

The Eagle Advisory Services Advantage to sellers that trust in us:

  1. No cost to you
  2. Full disclosure of the buyers that we work with
  3. Confidentiality
  4. Courtship by multiple suitors
  5. Experienced team that has engaged in thousands of conversations with agency owners like you across the country
  6. Buyers that range from small independents to globally publicly traded firms
  7. A deep understanding of your industry niche
  8. Knowledge of which buyers would consider your firm a strategic play
  9. We work on a contingency basis with our buyers which enables us to introduce you to more than one entity
  10. We are nimble, yet we can move at whatever pace works best for you
  11. Provide timely and accurate feedback throughout the process
  12. We have an understanding that your views, priorities and goals are subject to change during the process