Custom M&A Services and Growth Strategies
From enhancing your business value through exceptional growth to executing a transaction with maximum financial results and peace of mind – we are here to help.
Growing Your Business
- Leverage 20 years of experience evaluating best practices that top firms employ to achieve outsized growth.
- Take advantage of strategies and external resources to identify, reach, and convert leads.
- Gain access to vetted partners to help you cross-sell high growth and profit areas.
- Move upmarket and win larger clients with strategies and partnerships that are beyond the capabilities of many of your competitors.
Selling Your Business
- Leverage our experience and process to ensure you receive all the value you have earned.
- Make a highly informed decision as to the optimal timing and strategy.
- Gain deep insights into all of your options and potential partners.
- Communicate your company’s investment merits effectively while minimizing the buyers’ perceived investment risks.
- Work hand-in-hand with a trusted partner, from valuation to buyer review and selection to negotiation and closing.
Who We Serve
Full-service Insurance Agencies (P&C, Benefits)
Employee Benefits firms
Retirement and Wealth Management practices
Human Resource Consulting firms
HR and Benefits Technology companies
General Agencies / FMOs