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Entry ID States Types of Clients Products Specific Requirements Agency Size Funding Years in Business
14 AZ, CA, CO, FL, MA, NJ, NV, NY, UT Preferred P&C Personal Lines, P&C Commercial

Niche Commercial, Non Retail Location, Movable Book. -

$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 10 Select:
1644 AZ Preferred P&C Personal Lines, P&C Commercial

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

Under $50,000 Loan from Lender, Note to Seller 25 Select:
2064 AZ Preferred P&C Personal Lines, P&C Commercial

East Valley Location

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash, Note to Seller 15 Select:
16 CA, NV Preferred, Non-Standard P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Group

Strong Financials, Movable Book, Agency Management System. -

Under $50,000, $50,000 to $150,000, $151,000 to $300,000 Cash 8 Select:
251 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 Preferred, Non-Standard P&C Commercial

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

$501,000 to $1,000,000, Greater than $1,000,000 Cash 10 Select:
688 CA Preferred, Non-Standard P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Group $151,000 to $300,000, $301,000 to $500,000 Cash, Loan from Lender 66 Select:
755 MO, MT, OR, PA, UT, VA, VT, WA Preferred, Non-Standard P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health Group $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender, Note to Seller 10 Select:
975 AK, CA Non-Standard P&C Commercial

LA or Ventura county close to 91367

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 5 Select:
1662 CA, TN Preferred Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health Group

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.

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash 7 Select:
2047 AZ, CA Preferred, Non-Standard P&C Commercial, Health Group

Any CA or AZ location

Under $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 $1,000,000 Cash 31 years Select:
2052 CA Preferred, Non-Standard P&C Commercial

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

$50,000 to $150,000, $151,000 to $300,000 Cash, Loan from Lender 30 Select:
2056 CA Preferred, Non-Standard P&C Personal Lines, P&C Commercial

LA COUNTY , ORANGE COUNTY,RIVERSIDE COUNTY

$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000 Loan from Lender 25 Select:
2057 TX Preferred P&C Personal Lines, P&C Commercial

3335 PLACER STREET PMB 391

Under $50,000, $50,000 to $150,000, $151,000 to $300,000 Loan from Lender, Note to Seller 20 Select:
2059 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 Preferred, Non-Standard P&C Personal Lines, P&C Commercial

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.

$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender, Note to Seller 2 Select:
911 AZ, CA, CO, FL, MA, NH, NM, NV, OH, SC, TN, TX, VA, VT Preferred P&C Personal Lines, P&C Commercial Under $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 $1,000,000 Cash, Loan from Lender Insurance Agency owners 10+ years Select:
1414 FL Preferred, Non-Standard P&C Personal Lines, P&C Commercial

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.

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash 10+ personally. Our family has owned agencies in FL for over 70 years. Select:
1451 FL Preferred, Non-Standard P&C Personal Lines, P&C Commercial

All of Florida but especially Orlando and all surrounding areas.

Under $50,000, $50,000 to $150,000, $151,000 to $300,000 Cash, Loan from Lender Founded in 1920. Company name started in August 2016. Select:
1507 FL Preferred P&C Personal Lines, P&C Commercial

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.

$151,000 to $300,000 Cash, Loan from Lender, Note to Seller 15 Select:
1549 FL Preferred P&C Commercial

Tampa

$151,000 to $300,000 Cash 27 Select:
1812 AL, AZ, CA, FL, GA, LA, MS, NC, NJ, NM, NY, PA, SC, TX, VA Preferred, Non-Standard P&C Personal Lines, P&C Commercial

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.

$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 38 Select:
2066 FL Preferred P&C Personal Lines

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

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash 10 Select:
821 AZ, CO, ID, MT, NV, OR, TX, UT, WA, WY Preferred P&C Personal Lines, P&C Commercial $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash, Loan from Lender 8 Select:
418 IL Preferred P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health Group

DUPAGE

$50,000 to $150,000 Cash 35 Select:
2055 GA, IL, IN, KS, MO, NV, OK Preferred, Non-Standard P&C Personal Lines, P&C Commercial $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender 40 Select:
1907 IN, MI Preferred P&C Personal Lines

Northern Indiana and Southern Michigan

Under $50,000, $50,000 to $150,000, $151,000 to $300,000 Cash, Loan from Lender, Note to Seller 20 Select:
1420 FL, MI Preferred P&C Personal Lines, P&C Commercial Under $50,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender, Note to Seller 35 Select:
1557 AZ, MN Preferred, Non-Standard P&C Personal Lines, P&C Commercial

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

Under $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 $1,000,000 Cash, Loan from Lender 35 Select:
15 IL, KS, MO Preferred P&C Personal Lines, P&C Commercial

Niche Commercial. -

$151,000 to $300,000 Cash, Loan from Lender 16 Select:
475 IL, MO Preferred P&C Personal Lines, P&C Commercial, Health Group Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash, Loan from Lender, Note to Seller 11 Select:
963 IL, MO Preferred, Non-Standard P&C Personal Lines

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

Under $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 $1,000,000 Cash 14 Select:
1464 NJ Preferred P&C Personal Lines, P&C Commercial Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 20 CIC Select:
13 AZ, CA, NV Preferred P&C Personal Lines, P&C Commercial

Niche commercial. -

$151,000 to $300,000 Cash, Loan from Lender 40 Select:
289 CA, NV, OR, WA Preferred, Non-Standard P&C Commercial

Commercial Trucking.

$151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash 25 Select:
2044 NY Preferred P&C Commercial

Looking for Commercial Lines

$301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 10 Select:
1636 OH Preferred Health Individual (Over 65/Medicare, Medicare Advantage, etc.)

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.

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender, Note to Seller 20 years Select:
2041 CT, DC, DE, FL, GA, KY, MD, NC, NJ, OH, PA, SC, TN, VA Preferred, Non-Standard Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health Group Under $50,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender, Note to Seller 28 years Select:
2058 AZ, FL, NJ, PA Preferred, Non-Standard Health Individual (Over 65/Medicare, Medicare Advantage, etc.), Health Group $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000, Greater than $1,000,000 Cash, Loan from Lender, Note to Seller 20 Select:
23 AL, AR, FL, GA, KY, MO, MS, NC, TN Preferred P&C Commercial, Health Individual (Under 65), Health Group

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.

$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Note to Seller 32 Select:
1362 GA, TN Preferred P&C Commercial

Looking for P&C personal lines & Commercial

$50,000 to $150,000 Loan from Lender 31 Select:
17 TX Preferred, Non-Standard P&C Personal Lines, P&C Commercial

High Retention. -

$50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000, $501,000 to $1,000,000 Cash, Loan from Lender 30 Select:
1031 TX Preferred P&C Personal Lines, P&C Commercial

Any location in Texas

$301,000 to $500,000, $501,000 to $1,000,000 Cash 40 Select:
1088 TX Preferred P&C Personal Lines

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.

$301,000 to $500,000 Loan from Lender 6 Select:
1163 TX Preferred, Non-Standard P&C Personal Lines, P&C Commercial

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

Under $50,000, $50,000 to $150,000, $151,000 to $300,000, $301,000 to $500,000 Cash, Loan from Lender, Note to Seller 22 Select:
1647 TX Preferred P&C Personal Lines, P&C Commercial, Health Individual (Under 65), Health Group

Prefer North Texas region

$501,000 to $1,000,000 Loan from Lender 15 Select:
1579 AZ, CA, CO, ID, MT, NM, NV, OR, UT, WA, WY Preferred, Non-Standard P&C Personal Lines, P&C Commercial

-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

Under $50,000, $50,000 to $150,000, $151,000 to $300,000 Cash, Loan from Lender, Note to Seller 2 Select: