Buyer Directory Admin Page

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2059Aaron Alderaalder@gopatriot.net8602811336860478175711 Long Hill Rd.South WindsorCT06074P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

INDEPENDENT AGENCIES ONLY. Patriot Investments has a proven record of creating, acquiring, and increasing insurance agency profitability. Our highly specialized skills and knowledge of insurance mergers and acquisitions ensure a seamless transfer of financing, agency ownership, related business accounts and carrier appointments. Patriot Investments is contracted to manage the continuous acquisitions and operational needs of the fastest growing national insurance agency aggregator in the country. This currently involves servicing over 40 independent insurance agencies purchased from coast to coast since 2011. Recently, we aquired two independent insurance agencies which we successfully merged and transformed into a market leader in the Atlanta area. We have always overcome any obstacles affecting profitability, business structuring and staff efficiency with technology and data-driven success. With a mastery of insurance acquisition, investment appraisal and a natural ability to lead others; We consistently deliver service excellence and exponential business revenue growth.

Cash, Loan from Lender, Note to Seller2June 4, 2018 at 7:50 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1464Randy DudaRJDUDA66@GMAIL.COM732-539-9957125 Burlington AveLeonardoNJ07737P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
NJUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000YesCash, Loan from Lender, Note to Seller20 CICApril 18, 2017 at 6:59 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2044Daniel Sakolsakold@gmail.com516-808-9534241 Shoreward DriveGreat NeckNY11021P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
NY$301,000 to $500,000, $501,000 to $1,000,000Yes

Looking for Commercial Lines

Cash, Loan from Lender, Note to Seller10December 19, 2017 at 7:44 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2041Gregory Brigidigbrigidi@christigroup.com21557612512155761251320 Bickley RdGlensidePA19038Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CT, DC, DE, FL, GA, KY, MD, NC, NJ, OH, PA, SC, TN, VAUnder $50,000, $501,000 to $1,000,000, Greater than $1,000,000YesCash, Loan from Lender, Note to Seller28 yearsNovember 30, 2017 at 5:32 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2058Embrook Benefits Consultingchris@embrookbenefits.com2673868200907 Easton RoadWiillow GrovePA19090Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, FL, NJ, PA$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000YesCash, Loan from Lender, Note to Seller20April 16, 2018 at 6:06 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1451Thy Nguyentnl4065@gmail.com407252211640725221161302 Welch Ridge TerraceApopkaFL32712P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FLUnder $50,000, $50,000 to $150,000, $151,000 to $300,000No

All of Florida but especially Orlando and all surrounding areas.

Cash, Loan from LenderFounded in 1920. Company name started in August 2016.April 11, 2017 at 11:15 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1414Hamilton Fox & Companyhjones@hamiltonfoxins.com800-263-1947 x701305-796-763712651 S. Dixie Hwy Suite 329PinecrestFL33156P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FLUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000Yes

High interest in agencies/books of business located anywhere in the state of FL. Agency/book of business will be rolled into our existing agency and serviced from our Pinecrest FL location.

Cash10+ personally. Our family has owned agencies in FL for over 70 years.March 28, 2017 at 6:34 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1507Robert Adamsradams1000@gmail.com813-817-48298138174829PO Box 4293Plant CityFL33563P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FL$151,000 to $300,000Yes

We currently looking for an agency in the following counties Hillsborough, Pinellas, Pasco, Manatee. However, would consider other counties within FL if the numbers work.

Cash, Loan from Lender, Note to Seller15May 3, 2018 at 4:22 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1812Enterprise Insurance Group, LLCGeorge@enterpriseinsgroup.com239-300-3505813-448-694412320 Race Track RoadTampaFL33626P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AL, AZ, CA, FL, GA, LA, MS, NC, NJ, NM, NY, PA, SC, TX, VA$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

We are a group of insurance agencies with locations in 5 states, Florida, California, Texas, New Jersey, and New York. At this time, we are predominantly Commercial Lines, but have a rapidly growing Personal Lines book of business as well. We are well funded, work great as a team, are expertly staffed and are poised to move quickly for a smooth transaction. We have a bi-lingual staff (Spanish & English). The contact information listed is for our Director of Mergers and Acquisitions. Please make your initial contact to him. We are looking for insurance agencies (retail or wholesale) that have direct appointments with either Commercial or Personal Lines Property and Casualty carriers with the following characteristics:
1. Truly independent ownership
2. Situated in southern border or eastern coastal states.
3. Predominantly standard personal lines or commercial lines books of business.
4. Commercial Lines writings must not be Transportation dominant.
5. Several direct appointments with A Rated, competitive carriers.

Cash, Loan from Lender, Note to Seller38September 15, 2017 at 12:00 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1549Randy BrownRandy@browninsured.net813281885581328188554235 Henderson BlvdTampaFL33629P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FL$151,000 to $300,000Yes

Tampa

Cash27May 17, 2017 at 7:13 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2066Angelaangela@theduncanduo.com8133598990Po box 320792TampaFL33679P&C Personal LinesPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FLUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000Yes

If outside Of Hillsborough County or pinellas county, looking to acquire book only business.

Cash10July 2, 2018 at 4:30 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
911Steven Russellsbrussell23@yahoo.com6035487300727-469-31071965 Bonnie CtDunedinFL34698P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CA, CO, FL, MA, NH, NM, NV, OH, SC, TN, TX, VA, VTUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000NoCash, Loan from LenderInsurance Agency owners 10+ yearsOctober 10, 2016 at 11:50 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
23Steve Bottssbotts@hfg.net61525520916152552091100 Bluegrass Commons, suite 300HendersonvilleTN37075P&C Commercial, Health Individual (Under 65), Health GroupPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AL, AR, FL, GA, KY, MO, MS, NC, TN$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

Employee Benefits or combination of EB and P+C agency or book of business; experienced producers and/or staff in place who will remain. Primarily focused on opportunities in SE states.

Cash, Note to Seller32March 12, 2016 at 7:47 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1362James Gainesjim@totalinss.com(423) 280-20961425 S. Moore Rd., Suite CChattanoogaTN37412P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
GA, TN$50,000 to $150,000Yes

Looking for P&C personal lines & Commercial

Loan from Lender31March 2, 2017 at 1:18 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1636kim m krawczyszynkim_krawczyszyn@hotmail.com2163155038216315503824350 stephen ave.euclidOH44123Health Individual (Over 65/Medicare, Medicare Advantage, etc.)Preferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
OHUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

Looking for all types of insurance from P &C to Health and medicare, etc. Looking for Cleveland Ohio area,but would consider other areas...all price ranges. would purchase with some cash, loan from lender or note to seller.

Cash, Loan from Lender, Note to Seller20 yearsJune 28, 2017 at 11:12 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1907Matt Doddmdodd@pilotinsuranceagency.com57485548375743448692210 S Byrkit AveMishawakaIN46544P&C Personal LinesPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
IN, MIUnder $50,000, $50,000 to $150,000, $151,000 to $300,000Yes

Northern Indiana and Southern Michigan

Cash, Loan from Lender, Note to Seller20October 26, 2017 at 10:32 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1420Custom Insurance Agencydominic@custominsuranceagency.com586935611058632297026300 22 Mile Road Suite 4Shelby TownshipMI48317P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
FL, MIUnder $50,000, $501,000 to $1,000,000, Greater than $1,000,000YesCash, Loan from Lender, Note to Seller35March 30, 2017 at 6:29 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1557Greg Ganyogregg@ganyoagency.com65196440203531 88th Ave NEBlaine MnMN55014P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, MNUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

Arizona/Maricopa county
MN/Anoka, Hennepin, Ramsey, Isanti, Washington

Cash, Loan from Lender35May 18, 2017 at 2:21 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
418ANTINSURANCEPROANTINSURANCE2016@YAHOO.COM708548464833121853281867 DEERE LANEGLENDALE HTSIL60139P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health GroupPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
IL$50,000 to $150,000Yes

DUPAGE

Cash35May 13, 2016 at 6:56 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2055Al Klunickal@klunick.com21774109123131 Greenhead DriveSpringfieldIL62711P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
GA, IL, IN, KS, MO, NV, OK$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000NoCash, Loan from Lender40February 19, 2018 at 5:56 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
963BBCGK, LLCgary.silverman@brightway.com636-422-3260636-368-547217600 Chesterfield Airport Road, Suite 104ChesterfieldMO63005P&C Personal LinesPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
IL, MOUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

Looking for independent brokerage which includes appointments with preferred/standard market carrier options.

Cash14October 28, 2016 at 6:02 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
475Fortune Insurance Group LLCpaul@fortuneinsurance.net636-464-13313494 Jeffco BlvdArnoldMO63010P&C Personal Lines, P&C Commercial, Health GroupPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
IL, MOUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000YesCash, Loan from Lender, Note to Seller11May 27, 2016 at 7:09 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
15Tony LeeAllkc626@gmail.com816-679-0897816-216-12342526 Tracy StKansas CityMO64108P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
IL, KS, MO$151,000 to $300,000Yes

Niche Commercial. -

Cash, Loan from Lender16April 13, 2016 at 12:47 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2078Linagespm2465@yahoo.com33738022803373802280105 windchaselafayetteLA70508P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AL, LA, MS, TXUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

Looking for something in Lafayette Louisiana area but would consider other states

Cash, Loan from Lender22September 10, 2018 at 10:38 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1647Jordan and Jordan Insurance Groupar@j-jins.com972398622216801 Addison Rd, Suite 300AddisonTX75001P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health GroupPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TX$501,000 to $1,000,000Yes

Prefer North Texas region

Loan from Lender15June 23, 2017 at 8:32 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1031Ron Davidsonron@getpreferred.com4694402700469440270019177 Preston Rd Ste 187DallasTX75050P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TX$301,000 to $500,000, $501,000 to $1,000,000Yes

Any location in Texas

Cash40November 17, 2016 at 8:58 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1163Wade Huntwade@wadehuntinsurance.com940-591-8581940-390-1752512 West Hickory St, Suite 116DentonTX76201P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TXUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000Yes

I am looking for agencies of any size. Primarily targeting the Panhandle, Central, and North Texas.

Cash, Loan from Lender, Note to Seller22January 4, 2017 at 9:56 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
17Frank J. Turney Jr.fturney@houstonagencies.com281-214-8134211 Highland Cross, Suite 136HoustonTX77073P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TX$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

High Retention. -

Cash, Loan from Lender30April 13, 2016 at 12:46 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1088JOHNSTON KLECKJTKLECK@JTKLECKCONSULTING.COM2104145575720 CANTERBURY HILLSAN ANTONIOTX78209P&C Personal LinesPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TX$301,000 to $500,000Yes

LOOKING FOR A LARGE MEDIUM TO LARGE INDEPENDENT INSURANCE AGENCY OR MULTIPLE SMALL AGENCIES TO MERGE TO CREATE A LARGER AGENCY. SAN ANTONIO AND SURROUNDING AREA OR AGENCY OR AGENCIES THAT CAN BE RELOCATED.

Loan from Lender6December 5, 2016 at 8:10 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
821Bradbrad@towerbroker.com20870976752087097675711 Rigby Lake Dr # 103RigbyID83442P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CO, ID, MT, NV, OR, TX, UT, WA, WY$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000YesCash, Loan from Lender8September 6, 2016 at 3:28 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1579Dexter Vowlesdex@onpointinsurance.com43522954734356280993136 W Orchard LnWashingtonUT84780P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WYUnder $50,000, $50,000 to $150,000, $151,000 to $300,000Yes

-If it's not in Utah, needs to be movable or be able to run remotely.
-Would like it if seller is willing to stay on and train, but not required
-No captive agencies

Cash, Loan from Lender, Note to Seller2May 25, 2017 at 7:22 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1644DARREL DEBREEintegrityinsurance@hotmail.com480-545-0634480-766-195720 N GILBERT RD SUITE BGILBERTAZ85234P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZUnder $50,000Yes

Looking to buy a preferred standard consisting of personal and commercial lines, looking at Maricopa and pinal counties want an agency between 20k-100k in commission so I am able to do a fantastic job at servicing your clients

Loan from Lender, Note to Seller25June 21, 2017 at 12:56 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2064Krell Financial Group (Corbin Krell)corbin@krellfinancial.com480-345-97373303 E Baseline Rd Ste 106GilbertAZ85234P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000Yes

East Valley Location

Cash, Note to Seller15June 13, 2018 at 9:08 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
14Niko Kourouglosniko@capitalwestins.com(617) 413-5573(480) 838-80007328 E, Stetson DriveScottsdaleAZ85251P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CA, CO, FL, MA, NJ, NV, NY, UT$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

Niche Commercial, Non Retail Location, Movable Book. -

Cash, Loan from Lender, Note to Seller10April 13, 2016 at 12:45 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
289Frank Maglalangfrank@mytcinsurance.com832-282-25741050 Wigwam Pkwy #110HendersonNV89074P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA, NV, OR, WA$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

Commercial Trucking.

Cash25June 22, 2016 at 11:14 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
13Terry JarcikTahoepro@aol.com775-831-1422288 Village Blvd.Incline VillageNV89451P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CA, NV$151,000 to $300,000Yes

Niche commercial. -

Cash, Loan from Lender40April 13, 2016 at 12:43 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
688Gilbert Grosslightgil_grosslight@grosslight.com310-689-53231333 Westwood Blvd. Suite 200Los AngelesCA90024P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA$151,000 to $300,000, $301,000 to $500,000YesCash, Loan from Lender66July 28, 2016 at 8:21 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
1662Donfeld Insurance Services Corpjd@donfeldisc.com310733743210523 Mars LaneLos AngelesCA90077Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health GroupPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA, TNUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000Yes

In CA prefer Southern California and specifically Los Angeles County. In TN I prefer the Nashville area. Books with clients who own permanent Life Insurance policies are especially ideal.

Cash7June 28, 2017 at 11:13 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
16Jacob Pullenjacob@pulleninsurance.com310-625-4470310-310-29012500 Broadway, Suite F125Santa MonicaCA90404P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA, NVUnder $50,000, $50,000 to $150,000, $151,000 to $300,000Yes

Strong Financials, Movable Book, Agency Management System. -

Cash8June 15, 2016 at 8:33 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2056charlie shincharlie0102@gmail.com714752898114251 firestone blvd suit 120la miradaCA90638P&C Personal Lines, P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

LA COUNTY , ORANGE COUNTY,RIVERSIDE COUNTY

Loan from Lender25February 20, 2018 at 4:26 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
975Eric Lebovitzericlebovitz@yahoo.com818378697429085 oak creek lane apt 701Agoura hillsCA91301P&C CommercialNon-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AK, CAUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000Yes

LA or Ventura county close to 91367

Cash, Loan from Lender, Note to Seller5November 1, 2016 at 8:59 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
251Pavel Kapelnikovpavel@chelseapremium.com908-447-7779701 Palomar Road, Suite 250CarlsbadCA92011P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY$501,000 to $1,000,000, Greater than $1,000,000Yes

We are an MGA and would like to acquire another MGA focused on Commercial Auto. -

Cash10April 13, 2016 at 11:29 am

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
755Zach Lunazacharytluna@yahoo.com7607928800Po box 1810Running springsCA92382P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
MO, MT, OR, PA, UT, VA, VT, WA$301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000YesCash, Loan from Lender, Note to Seller10August 16, 2016 at 4:01 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2052McRae Associates Insurance Servicves, inc.p.mcrae@sbcglobal.net714 746 9773714 779 69991265 Manaserro Street #303Anaheim HillsCA92807P&C CommercialPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
CA$50,000 to $150,000, $151,000 to $300,000Yes

Looking for small commercial accounts mostly Surplus Lines or program type accounts:
Small Contractors
Small Work Comp
EPLI, D&O, E&O, etc
BOPS
Commercial Auto
PEO Accounts

Cash, Loan from Lender30January 31, 2018 at 3:43 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2047Peter Kuhnpeter@ibpis.com408-363-6004408-221-3762175 Bernal RoadSan JoseCA95119P&C Commercial, Health GroupPreferred, Non-Standard
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
AZ, CAUnder $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000Yes

Any CA or AZ location

Cash31 yearsJanuary 8, 2018 at 12:02 pm

Entry ID Name Email Phone Alternate Phone Address City State Zip Code Interested Products Types of Clients
2057DANICE A BOOMGARDENDABOOMGARDEN@GMAIL.COM53076816113335 PLACER STREET PMB 391REDDINGCA96001P&C Personal Lines, P&C CommercialPreferred
Interested States Interested Agency Size Will personally work Specifically looking for How it will be funded Years in business Created or Edited On
TXUnder $50,000, $50,000 to $150,000, $151,000 to $300,000Yes

3335 PLACER STREET PMB 391

Loan from Lender, Note to Seller20March 3, 2018 at 7:08 am