Business Details
26 Years
experience
Insurance Agency Valuation & Acquisition Experts
Agency Brokerage Consultants is a leading expert in the valuation, sale, and acquisition of insurance distribution businesses, including retail agencies, wholesale brokerages, and program administrators. With over 15 years of collective experience among our team of certified transaction professionals, we have completed over 3,000 formal agency valuations and 500+ M&A transactions. Our proprietary database of 20,000+ agency buyers enables unmatched market demand creation for client businesses.We serve as the trusted valuation source for major industry lenders while maintaining exclusive relationships with strategic acquirers and private equity firms. Our methodology combines financial analysis with operational assessment to maximize transaction outcomes, supported by our industry-recognized Confidential Information Memorandums that present businesses in their strongest market position.
Services
Agency Valuation
M&A Advisory
Succession Planning
Fractional CFO
Acquisition Consulting
Details
- Year established: 2000
Highlights and features
- Completed 3,000+ formal agency valuations
- Maintain 20,000+ agency buyer database
- Average 30% premium over initial expectations
- Expertise with lender requirements and PE transactions
- Proprietary valuation methodology validated by major industry lenders
Associations and certifications
- S&P Global Top Sellside Advisor
- Certified Transaction Professionals
What people say
Exceeded expectations
Professional representation
Smooth transitions
Expert guidance
Maximized proceeds
Services
Agency Valuation
Our certified business valuators complete over 25 monthly insurance agency evaluations using a proprietary methodology validated by industry lenders. We analyze financial performance, book quality, growth potential, and market conditions to determine accurate market values. This service helps owners understand equity position, identify value gaps, and prepare for strategic transactions.
M&A Advisory
We represent agency owners in sales transactions through controlled auctions that generate competitive bidding. With direct relationships to 20,000+ agency buyers, we create targeted buyer lists and produce professional Confidential Information Memorandums. Our team manages due diligence and negotiations to maximize proceeds while maintaining confidentiality throughout the process.
Succession Planning
This service addresses internal ownership transfers through structured succession plans. We evaluate financial feasibility, model transaction structures, and facilitate owner-successor discussions. Our approach ensures business continuity while optimizing tax efficiency and maintaining operational stability during leadership transitions.
Fractional CFO
Our CFO advisory provides strategic financial planning at scaled executive rates. Services include organizational planning, financial turnaround strategies, and growth optimization. This support helps agency owners improve financial visibility, implement performance metrics, and enhance value-driving initiatives.
Acquisition Consulting
We assist buyers in evaluating potential agency acquisitions and financing options. Services include target identification, due diligence support, and deal structure advice. Our market insights help buyers assess valuation accuracy and negotiate favorable transaction terms in competitive bidding situations.
People
Michael Mensch
CEO & Founder
Led over 500 agency transactions with combined value exceeding $1B. Developed proprietary valuation methodologies adopted by major industry lenders. Recipient of multiple industry leadership awards.
John Davies
Partner
Experienced M&A advisor with 20+ years in insurance industry transactions. Specializes in strategic positioning and complex deal structuring for agency owners seeking exit.
Colby Allen
VP of Valuation & Consulting
Certified business valuator with expertise in insurance distribution business appraisals. Leads the firm's valuation service division, conducting hundreds of annual agency valuations.
Caleb Lyons
Relationship Manager
Manages client relationships and transaction execution. Provides strategic guidance to agency owners through all stages of the M&A process.
Questions
What types of insurance businesses do you value?
We specialize in retail agencies, wholesale brokerages, MGAs, MGUs, IMOs, and insurance networks across all property & casualty and life/health segments.
How long does the agency sale process take?
Typical transactions close within 90 days from market entry, with controlled auctions creating competitive bidding timelines.
Do you work with sellers outside the US?
Yes, our recent transactions include international deals with buyers and sellers in Australia, Canada, and select European markets.
What makes your valuation process unique?
Our methodology combines financial analysis with industry-specific operational assessment, validated through thousands of annual transactions and lender-accepted standards.
Can you help with buyer financing options?
Yes, we coordinate with specialized lenders offering commission-based loans, SBA programs, and private equity partnerships for qualified buyers.
How do you maintain client confidentiality?
We use secure document platforms and sign NDAs with all potential buyers, maintaining strict confidentiality throughout the transaction process.
