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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

We can help you navigate the complex process of forming and licensing your insurance agency, ensuring compliance with all regulatory requirements.

Contract drafting
& negotiation

We can assist with drafting and negotiating contracts, including agency agreements, producer agreements, and marketing agreements.

Risk management

We can help you assess and manage your legal risks, including issues related to E&O insurance, data security, and privacy.

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

At curbow Law, we understand that they can be complex and challenging. That's why we are committed to providing our clients with personalized attention and strategic guidance throughout the entire transaction process. Our legal services include:

Due Diligence

We conduct comprehensive due diligence to ensure that our clients have a clear understanding of the business they are buying or selling. We review contracts, financial statements, regulatory compliance, and other relevant information to identify any potential issues.

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

$ 80 + Million
VALUE TRANSACTED
1
DEALS CLOSED

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.

What our clientsare saying