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
“It’s an understatement to say it’s a difficult decision to sell an agency that has been in business for nearly a century. We turned to MidCap Advisors to help us assess the opportunity. MidCap has an excellent reputation as an advisor to the insurance industry and an extraordinary grasp of the bottom-line objectives of independent agencies.”
Ray Pavese
Owner, & CEO
Pavese-McCormick Agency (PMA)
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
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
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
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
Benson, Young & Downs
"After spending 38 years in the family-owned insurance agency, I never dreamed how difficult it would be to decide to sell, and then to find the right buyer. Mike and Ryan not only guided me professionally through a unique acquisition with care and empathy, but were able to keep me focused on the goals I set, and put together a deal that met all of those goals. Without a doubt one of the best decisions I made was to engage MidCap Advisors.”
Paul Silva, President
Dixon Wells
"We retained MidCap as our advisor because we were uncertain on how the market would value our agency and who would be the right partner for us and our employees. Overall, their deal team was exceptional in obtaining management meetings, negotiating offers, and in getting us through the finish line. MidCap was able to exceed our pricing expectations and they helped us navigate uncharted territory. We appreciate their efforts and would highly recommend their services to any agency owner."
Ray Hunt, Partner
Buckhead Brokerage Group
"After being approached for a merger directly by a large distribution firm, I wanted to make sure I made the best choice for myself and my team. The professionalism, resources, coaching, and direction by Doug Hendrickson and his team at MidCap was incredible. I ended up with 6 unique offers from some of the largest distribution firms in the country. MidCap negotiated financial terms that were more than double what the firm that had reached out directly offered. More than that, I was able to find the very best fit for my team moving forward."
Forrest Mitchell, Managing Partner
Pavese-McCormick Agency
“Our MidCap team was extremely experienced and insightful on how to position us in the marketplace. They continually looked out for our interests throughout the process. After a thorough analysis of all data by our MidCap team, we decided with complete confidence that PMA and King working together meets our aligned business interests.”
Michael McCormick, Owner & CFO
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
