Mergers & Acquisitions

You’ll like the sound of “done.”
We’ll help maximize your M&A value.

Let’s talk

Insurance Agency M&As


Working with insurance agency owners to transform their lives after years of hard work is our passion at INEX Capital & Growth Advisors. Agencies trust us and what we bring to the table.

We know the industry intimately, having owned and operated agencies and participating in nearly 500 mergers and acquisitions over the last four decades. We’ve even helped closed deals already in the process because of our acquisition expertise and experience.

Agencies also know they are working with seasoned insurance professionals at INEX who have professional designations that include Chartered Property & Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), and Certified Commercial Investment Member (CCIM). We also hold various insurance and advisory licenses throughout the United States.

Our Take-to-Market Approach


INEX guides insurance agencies with the right M&A strategy and opportunity prioritization to maximize the value and return from acquisitions and mergers and company integrations. Our M&A approach is methodical and designed to get agency clients optimal deal structures.

Provide Engagement Agreement with Agency Principal
Perform High-Level Review of Agency Financials
Review INEX Data Checklist
Engage in a Positioning Exercise with Principals
Develop a Confidential Briefing Memorandum (CBM)
Conduct a Suitor Review
Distribute “Teasers” & Non-Disclosure Agreements
Prequalify Suitors and Distribute Interest Assessment and CBM
Follow up on Interest and Offers
Utilize INEX Suitor MatrixTM to Assess Offers
Assess Letters of Intent with INEX LOI ChecklistTM
Oversee Due Diligence Process
Assist Attorney & Principal in Review of Deal Documents
Discuss Potential Transaction Tax Aspects
Develop INEX Value Matrix
Close Oversight & Wire Transfer Funds

Moving Your Vision Forward

As your partner, we ask what you see in your future and help you make it happen. This involves discussing your succession plans – whether internal or external – and together determining what path is right for you and your agency. We will take a deep dive into your agency and business best practices and KPIs to measure results and determine how we can help improve your operation. Our objective is to optimize the value of your agency for greater financial rewards today and when you are ready to sell.

From business strategy to customer experience and go-to-market readiness, INEX plans, designs, and delivers transformative solutions.