Recent Listings
California
A fourteen-year-old independent Property and Casualty agency built from scratch is now available for sale in Metro...
California
This independent primarily Life and Health agency in beautiful Santa Rosa is now for...
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.
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Complimentary Agency Appraisal
Looking for a qualified buyer for your agency?
Springtree Group can help the sales process go smoothly.
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Blogs
Keeping Financials Current When Selling Your Insurance...
If selling your insurance agency is on the horizon (anytime between now and the end of 2027), it’s...
Prioritizing Your Team Through an Upcoming Agency...
When agency owners first approach Springtree Group about the process of selling their business, they are often concerned...
Selling Your Insurance Agency: Frequently Overlooked...
When insurance agency owners decide to sell independently, without the assistance of a mergers and acquisitions broker like...
