M&A Advisors Database
432 M&A advisory firms, investment banks and business brokers across 30 cities and 8 industries. Every entry was verified against the firm's own website. Where a firm does not publish a deal range, this says so rather than estimating one.
Industry
City
Showing 13 of 432 firms in Insurance.
| # | Firm | Market | Deal size | Sectors | Location | Website |
|---|---|---|---|---|---|---|
| 1 | Agency BrokerageSpecialises in the valuation, sale and acquisition of insurance distribution businesses | Insurance | Not published | Insurance distribution, agency perpetuation and acquisition | Florida, serving clients nationally | |
| 2 | Berkshire Global AdvisorsAdvisory firm focused on the asset management, wealth and insurance sectors | Insurance | Not published | Asset management, wealth management, insurance distribution | New York, with offices in London, Sydney and Denver | |
| 3 | Colonnade AdvisorsMerger and acquisition advisory focused on financial services and business services sectors | Insurance | Not published | Insurance, specialty finance, financial and business services | Chicago, Illinois | |
| 4 | Dowling HalesFounded in 1972, advising on mergers, acquisitions, capital raising, buyouts and private placements | Insurance | Not published | Retail and wholesale distribution, MGAs, insurance services | New York, New York | |
| 5 | Fenchurch AdvisoryIndependently managed investment banking and corporate finance firm specialising in financial services | Insurance | Not published | Insurance, banking, asset management, financial services | London, United Kingdom | |
| 6 | Houlihan LokeyOne of the most active middle market M&A advisers globally, with a dedicated financial services group | Insurance | Not published | Distribution, carriers, insurance services, wealth management | Los Angeles headquarters, with global offices | |
| 7 | Keefe, Bruyette & WoodsFull service boutique investment bank and broker dealer specialising in financial services, a Stifel company | Insurance | Not published | Insurance, banks, specialty finance, financial technology | New York, New York | |
| 8 | MarshBerryProvides M&A advisory, debt and equity capital raising, valuation and consulting to distribution firms | Insurance | Not published | Property and casualty, employee benefits, wealth advisory, specialty distribution | Woodmere, Ohio, with offices across the United States and in the United Kingdom | |
| 9 | Mystic Capital Advisors GroupInvestment banking practice dedicated to the insurance industry | Insurance | Not published | Insurance distribution and specialty programmes | New York, New York | |
| 10 | Optis PartnersCombines M&A advisory and valuation with ongoing financial consulting for agency owners | Insurance | Not published | Property and casualty, employee benefits distribution | Chicago, Illinois | |
| 11 | Piper SandlerMultinational investment bank covering M&A, restructuring, public offerings and research | Insurance | Not published | Insurance, banks, financial services, diversified sectors | Minneapolis, Minnesota, with offices across the United States and abroad | |
| 12 | Reagan ConsultingOffers M&A advisory, capital raising, valuation, perpetuation planning and industry research | Insurance | Not published | Retail property and casualty, employee benefits | Atlanta, Georgia | |
| 13 | Sica | FletcherStates it has been ranked the top strategic insurance M&A advisory firm by S&P Global | Insurance | Not published | Insurance brokerage, agency and programme businesses | New York and New Jersey |
Before you approach any of them
Advisers screen for document readiness. Staging financials, contracts and diligence material in a permissioned data room lets you run several buyers in parallel without sending your earnings detail to a competitor by email.