Guiding you through the Insurance M&A Maze.

MidCap presents a short Q&A session on how we work with our clients in the Insurance Services sector, offering tips and advice on how to prep your company for success.

 

For over 20 years, MidCap has been a recognized leader in Insurance Services M&A.

Selected transactions include:

"We fell in love with you guys, your team approach, and your whole enthusiasm and passion."

 

Matt Naimoli

Managing Director
G&N Insurance

“Several buyers had expressed interest in my firm but conversations weren’t progressing at the valuation expected. I got serious and hired MidCap and we closed the transaction in less than 100 days. The MidCap analytics and analysis added several million dollars to my sale price and their help on the purchase and sale agreement was invaluable.”

 

Neil Krauter

Founder & CEO
Krauter & Company

Insurance M&A with the personal touch.

Whether a client’s needs are tactical, transactional, short-term or long-term, our experience, professionalism, breadth and depth of resources, and ability to evaluate the intricacies of a client’s business provide our clients with superior results.

We have stood in your shoes, confronted the same problems, and have asked the same questions you’re asking now.

 

Personal Relationships

We develop long-lasting, personal relationships with our clients founded on incorporating our extensive industry and entrepreneurial expertise with our client’s goals.

Highest Level of Detail & Care.

We have built our ethos around understanding and supporting our clients' long-term goals. Whether you’re transacting tomorrow or five years from now, we stand ready to provide guidance, assistance and expertise to ensure that you make the best decision for your business, your family, and yourself.

"I retained MidCap when I purchased York from AIG and was so delighted with their work that I hired them again five years later to represent me in selling York in a private equity transaction."

Tom MacArthur

CEO York Insurance Services

Industry-Leading Service for Insurance M&A Clients

We are your persistent and reliable partner, providing you with industry insights, value-maximizing strategies, expert merger and acquisition execution, and the professional resources for optimizing complex transactions.  We are proud of our end-to-end service model, and are recognized for:

  • Industry-leading business analytics
  • Industry-leading valuations achieved for clients
  • Our unique, six-step Transaction Roadmap
  • Industry-leading transaction close rate
  • High referral rate from prior clients
  • Multi-transaction clients
Robin Suydam

Rossman Hurt & Hoffman

“Frank and Ryan guided us through a complex transaction involving five owners at different stages of their career and life. I couldn’t imagine going through the process without their support.”

Norman Breitenbach, Principal & CEO

Stuart Badler

Buckingham Badler Associates

"It was important that the ultimate buyer would carry on our tradition of building solid relationships and also provide our employees with opportunities to further excel. In less than thirty days, MidCap was able to negotiate and close a transaction to help me accomplish my goals."

Stuart Badler, Founder and President

Paul & Maryellen Walsh

Walsh Benefits

"MidCap spent the time to understand our business and helped us select a buyer to achieve maximum value and to ensure a good fit for our producers and employees. Their team continued to guide us through the complexities of diligence and documentation to ensure our deal got across the goal line.”

Paul & Maryellen Walsh 

Let's connect.

We want to hear from you.  Whether you’re considering a sale, raising capital, or simply want to understand more about your options in today’s business environment, we welcome the opportunity to learn more about your goals.

We're ready when you are.

We hold all conversations and information with 100% confidentiality