Agency Brokerage Consultants

What Agency Brokerage Consultants does

Agency Brokerage Consultants is a specialized M&A advisory firm serving the independent insurance brokerage industry in the United States. Founded in 2008 and headquartered in Melbourne, Florida, the firm focuses exclusively on agency valuations, sell-side representations, and buy-side acquisitions for insurance distribution businesses. Its core platform combines USPAP-compliant valuation methodology with the proprietary ABC Insider Network of more than 20,000 qualified buyers, used to run competitive bidding processes that the firm claims deliver 20–30% higher sale proceeds than direct buyer approaches. Over its operating history, Agency Brokerage Consultants reports more than 3,000 formal agency valuations completed and 500+ closed M&A transactions, with notable mandates including the cross-border sale of ISU Group to ASX-listed Steadfast and acquisitions by Arthur J Gallagher, Integrity Marketing Group, ReSource Pro, World Insurance Associates, and Risk Strategies.

The firm's product portfolio spans core M&A services (Sell Your Agency, Value an Agency, Buy an Agency, and a Second Opinion Service for unsolicited offers) plus consulting offerings introduced more recently, including a Fractional CFO service (ABC CFO) and Succession Consulting. Revenue is generated primarily through success-based advisory fees on closed transactions, supplemented by recurring retainers from fractional CFO engagements. Marketing and demand generation rely on thought leadership content, industry referrals from CPAs and attorneys, and a small senior advisor team operating under a consultative, direct sales motion. Recognition includes M&A Source Top Firm of the Year and S&P Global Top Sellside Advisor designations, and the leadership team holds certifications such as CMA, ARM, and CEPA.

Name

Agency Brokerage Consultants

Legal name

Agency Brokerage Consultants

Website

https://agencybrokerage.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Agency Brokerage Consultants is a US M&A advisory firm specializing in the sale, purchase, and valuation of independent insurance agencies, serving agency owners and strategic acquirers through competitive bidding and a proprietary buyer network of 20,000+.

Ownership category

akta.pro rank

Product category

Insurance M&A Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Lower Middle-Market Business Brokerage (FSAEAIAB)

Keywords

• Insurance M&A advisory
• Agency valuation services
• Sell-side representation
• Buy-side advisory
• Brokerage succession planning

Headquarters

HQ city

Melbourne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. M&A Advisory Services: Success-based fees for sell-side and buy-side M&A advisory on insurance agency transactions. Services include agency valuation, transaction structuring, buyer/seller representation, due diligence management, and closing support.
2. Fractional CFO Consulting: Ongoing consulting retainer for financial management services including monthly consultations, value-building roadmaps, regular reporting dashboards, and annual comprehensive reports.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Agency Brokerage Consultants is a specialized M&A advisory firm serving the insurance brokerage industry. The firm provides sell-side representation, buy-side advisory, formal agency valuations, second-opinion offer reviews, fractional CFO support, and internal succession planning for independent insurance agencies, leveraging a proprietary network of 20,000+ qualified buyers to source transactions and maximize sale outcomes.

Product overview

Agency Brokerage Consultants operates as a single-service M&A advisory firm focused exclusively on the insurance brokerage industry. The company offers a unified set of professional services centered around agency valuation, buying, and selling, supported by consulting offerings including fractional CFO services and succession planning. The portfolio consists of core M&A advisory services (Sell Your Agency, Value an Agency, Buy an Agency, Second Opinion Service) and consulting services (Fractional CFO, Succession Consulting), all tied together through the company's proprietary ABC Insider Network of over 20,000 buyers.

Differentiator

Problem solved

Functional benefit

Products and services

• Sell Your Agency
• Value an Agency
• Buy an Agency
• Second Opinion Service
• Fractional CFO (ABC CFO)
• Succession Consulting Services
• ABC Insider Network

Quantifiable outcome

• Agencies sold through competitive process receive 20-30% higher valuations than direct buyer approaches
• +1 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered flagship and core.

• SteadfastflagshipOthersSteadfast (Sydney, Australia - ASX listed, largest insurance network in world) acquired ISU Group through Agency Brokerage's advisory. Transaction enabled Steadfast's strategic entry into US insurance market.
• ISU GroupflagshipOthersMt. Pleasant, SC - 2nd generation family-owned, one of largest insurance agency networks in US. Seller objective was perpetuation. Sold to Steadfast for nearly 30% above original expectation.
• ReSource Pro LLCcoreOthersPE-backed firm and largest back-office support company serving the insurance industry. Transaction partner in multi-deal relationship with Agency Brokerage.
• Insurance Licensing Services of America (ISLA)coreOthersLargest outsource licensing compliance provider in US, hosts popular 'Spot On' insurance podcast. Sold to ReSource Pro through Agency Brokerage advisory.
• Integrity Marketing GroupflagshipOthersDallas, TX - Largest Medicare FMO in US. Acquired Health Insurance Store through Agency Brokerage's advisory to expand market share in central Florida.
• World Insurance AssociatescoreOthersTop 100 Insurance Brokerage based in Iselin, NJ. Acquired Ample Insurance through Agency Brokerage advisory, expanding footprint across Florida.
• Risk StrategiescoreOthersBoston, MA - Top 5 specialty broker. Acquired Specialty Insurance Solutions to bolster student health division.
• Arthur J GallagherflagshipOthersRolling Meadows, IL - One of largest insurance brokers in the world. Acquired Fraser Yacht Insurance through Agency Brokerage advisory to expand high-value yacht specialization.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• TigerRisk Partners: TigerRisk Partners is a risk and insurance advisory firm offering M&A and capital advisory services to insurance and reinsurance markets. It overlaps with Agency Brokerage on insurance industry M&A mandates and is expanding into distribution-focused advisory.

Others

• Brown & Riding: Brown & Riding is a specialty insurance brokerage and wholesale firm with an active M&A practice. It is a participant in the insurance distribution M&A ecosystem and a potential buyer in Agency Brokerage-mandated transactions.
• HUB International: HUB International is a large PE-backed insurance broker built through roll-up acquisitions. While not a direct M&A advisor, it is a frequent buyer in Agency Brokerage's transactions and operates in the same insurance distribution M&A ecosystem.

Direct peers

• OPTIS Partners: OPTIS Partners is an M&A advisory firm focused on insurance brokerage and financial services transactions. It provides sell-side and buy-side advisory directly competitive with Agency Brokerage's core offering.
• IMA Financial Group: IMA is a privately held insurance brokerage and risk management firm that also provides M&A advisory for insurance agencies. It overlaps with Agency Brokerage on both the buyer side (as a strategic acquirer) and the advisory side.
• MarshBerry: MarshBerry is a management consulting and M&A advisory firm exclusively serving the insurance distribution industry. It is the most direct competitor to Agency Brokerage, providing sell-side advisory, valuations, and growth consulting to insurance agencies.
• Reagan Consulting: Reagan Consulting is an insurance agency consulting firm that provides M&A advisory, perpetuation planning, and operational benchmarking for insurance agencies. It competes with Agency Brokerage for sell-side mandates and agency valuation engagements.

Broad incumbents

• Marsh McLennan: Marsh McLennan operates the Marsh and Guy Carpenter brands and is one of the largest global insurance brokers. It participates in insurance distribution M&A as both a buyer and a broader advisory incumbent overlapping Agency Brokerage's market.
• Acrisure: Acrisure is a PE-backed, top-tier global insurance broker built largely through acquisitions. It is a frequent strategic acquirer of independent agencies and operates in adjacent M&A advisory and consulting roles that overlap with Agency Brokerage's buyer universe.
• Aon: Aon is one of the largest global insurance and reinsurance brokers, with a dedicated M&A and consulting practice. While not specialized to insurance agency M&A in the way Agency Brokerage is, Aon is both a frequent strategic acquirer and a broader advisory competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AgencyBrokerage
• YouTubeyoutube.com/channel/UCuhZbl8RI_DoRbSC20GEZtQ
• Facebookfacebook.com/agencybrokerage
• LinkedInlinkedin.com/company/agencybrokerage

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Brokerage Consultants