Insurance Agents & Brokers
We have a particular focus in insurance agent and broker transactions, with a lengthy list of successful buy- and sell-side transactions closed for our clients. But it’s much more than that. We work with agencies and agency principals to provide strategic guidance, be it producer hiring, operational matters, account acquisitions or compliance matters. And our client base is equally diverse, we work with large institutional and private equity buyers as well as mid-to-small size agencies (both buyers and sellers). Whether it’s your first and only transaction, or there are too many to count, we’ve got you covered.
Our agent & broker
legal services
Agency formation
& licensing
Contract drafting
& negotiation
Risk management
Mergers & Acquisitions
We can guide you through the process of buying or selling an insurance agency, including due diligence, negotiations, and closing.
Perpetuation
We can assist with structuring buy-sell and other ownership transition agreements to perpetuate your agency.
We pride ourselves on our in-depth knowledge of the insurance industry and our commitment to achieving our clients' goals. We take a collaborative approach to working with our clients, partnering with them every step of the way to achieve their desired outcomes.
Insurance agency acquisitions are a
big part of what we do
Due Diligence
Negotiation & Documentation
We negotiate and draft transaction documents, including purchase agreements, asset purchase agreements, and stock purchase agreements, tailored to the specific needs of our clients.
Regulatory Compliance
We advise our clients on the regulatory aspects of insurance agency mergers and acquisitions, ensuring that all necessary approvals and licenses are obtained and that all regulatory requirements are met.
Post-Closing Integration
We work with our clients to ensure a smooth transition and successful integration of the acquired business into their operations.
Our stats since2023
Let uscloseyour deal.
When it’s time to do your deal, don’t fall into the trap of working with a generalist.
Let us put it this way: you wouldn’t hire a family doctor to perform brain surgery, would you? We don’t think so. But unfortunately we’ve seen it. You need counsel that will understand your business and knows your industry. That’s curbow. Our industry experience, coupled with our relationship-driven focus on representation, results in an unparalleled legal product and a refreshing legal experience for our clients.