SAMM Staffing and Consulting

What SAMM Staffing and Consulting does

SAMM Staffing & Consulting, LLC (also doing business as SS&C) is a privately held, founder-owned professional services firm headquartered in Marietta, Georgia, that specializes in mergers, acquisitions, and operational consulting for insurance agencies. The firm was founded by Mel C. Clemmons, who became a partner in SAMM Consulting in 2009 and created the SAMM Staffing division in 2011; the company is not backed by private equity or institutional capital. Core offerings include agency brokering for buyers and sellers, agency and business evaluations, corporate sales training, new owner transition services, succession/death planning, and insurance industry staffing and recruitment.

The firm operates on a contingency-based transaction fee model for its brokerage services — explicitly structured as 'no upfront cost' for both buyers and sellers, with payment due only upon successful transaction close — alongside quote-based professional services fees for evaluations, training, transition services, and staffing placements. Its go-to-market is direct sales-led, with professional intermediaries and consultants engaging agency owners across the southeastern United States and, for listings, nationally; lead generation is supported by the founder's published book, NAPAA Magazine thought leadership, social media presence, and inbound website inquiries. The firm reports intermediating over $80 million in cumulative business premium volume, with $50 million+ in premium sales closed in a single year (2013) and over $30 million routinely handled in agency listings.

Underlying technology is minimal: the firm is explicitly not a software platform, has no proprietary application, and no API or integration footprint. Its sole proprietary asset is a 'New Owner Needs Assessment' tool described as a consulting diagnostic for buyer transition. No AI/ML capabilities, patents, or technology partnerships are disclosed. The customer base is fragmented across SMB insurance agencies — primarily exclusive agents under Allstate, Farmers, Nationwide, and independent carriers — supplemented by banks/lenders requiring agency evaluations and job seekers seeking insurance industry placement.

Name

SAMM Staffing and Consulting

Legal name

SAMM Staffing & CONSULTING, LLC

Website

https://sammconsulting.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

SAMM Staffing & Consulting is a privately held, founder-owned insurance agency M&A brokerage and professional services firm based in Marietta, Georgia, serving SMB insurance agency buyers and sellers across the southeastern US with contingency-based transaction fees and ancillary staffing, evaluation, and transition services.

Ownership category

akta.pro rank

Product category

Insurance Agency M&A Advisory

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611), Other Management Consulting Services (541618), Human Resources Consulting Services (541612), Temporary Help Services (561320)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741), Services-Engineering, Accounting, Research, Management (8700), Services-Help Supply Services (7363)

akta.pro primary industry

Organization Design & Operating Model Consulting (BPAHAGAB)

Keywords

• Insurance agency brokerage
• Mergers and acquisitions advisory
• Agency staffing services
• Business evaluation consulting
• Succession planning services

Headquarters

HQ city

Marietta

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, Others

Revenue model

1. Agency Brokerage - Seller Representation: Contingency-based fee model where the company is paid only upon successful sale of the seller's agency. No upfront charges for sellers.
2. Agency Brokerage - Buyer Representation: Fee-based model for buyers seeking to purchase agencies. No upfront charges for buyers — payment is due only upon successful acquisition.
3. Staffing and Placement Services: Recruitment and placement of insurance professionals including licensed producers, underwriters, office management staff, and sales producers for agencies.
4. Business and Agency Evaluations: Business evaluation and cash flow analysis reports prepared for lenders, banks, and business owners. Tailored evaluation reports meeting specific client requirements.
5. Corporate Sales Training: Hands-on, interactive training curriculum for seller readiness, aligned with agency objectives and company goals. Includes 30-day comparison analysis.
6. Succession and Death & Transition Planning: Customized transitional plans for agency owners preparing for business continuity or death. Tailored roadmap services for families and successors.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

SAMM Staffing and Consulting is a specialized consulting and brokerage firm that facilitates mergers and acquisitions of insurance agencies (Allstate, Farmers, Nationwide, and independent carriers). The firm provides end-to-end advisory covering buyer and seller representation, business and agency evaluations, financing assistance, succession and death planning, corporate sales training, new owner transition support, and recruitment/staffing of insurance professionals.

Product overview

SAMM Staffing & Consulting is a traditional consulting and brokerage firm (not a software platform) offering a portfolio of professional services for the insurance agency industry. The core offerings consist of Agency Brokering services for both buyers and sellers, Agency & Business Evaluations, Corporate Sales Training, New Owner Transition Services, Death & Transition Planning (Succession Planning), and Agency Staffing/Recruitment services. The firm also publishes the book 'Creating Millionaires.' These services are standalone consulting offerings rather than a unified software platform with modules—they are individual service lines delivered by professional consultants and intermediaries to facilitate mergers, acquisitions, staffing, and business transitions in the insurance sector.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Brokering Professional intermediary services facilitating the buying and selling of insurance agencies, including buyer/seller matching, confidentiality management, evaluation, financing assistance, and end-to-end M&A transaction support for insurance agency owners.
• Agency and Business Evaluations Insurance agency and business evaluation services including cash flow analysis for loan or purchase decisions. Provides detailed reports tailored for lenders, banks, and business owners to assess fair market value.
• Corporate Sales Training Training curriculum designed to prepare agency sellers for readiness, aligning agency objectives with company goals. Includes hands-on interactive sessions, up-to-date system applications, and 30-day comparison analysis.
• New Owner Transition Services Comprehensive transition support for new business owners of acquired insurance agencies, including a proprietary needs assessment tool, business goal identification, customized training modules covering office and staff management, cash flow analysis, and sales team development.
• Death and Transition Planning Death and transition (D&T) planning service that prepares insurance agents' businesses for future transitions, ensuring families receive proper value and tailored guidance for business continuity.
• Agency Staffing Recruitment and placement services for insurance agencies, providing candidate research, evaluation, reference checks, degree and licensure verification, and ongoing placement support for licensed producers, underwriters, sales producers, and office management staff.
• Agencies For Sale Listings Listing service featuring current insurance agency opportunities for prospective buyers, providing access to serious and ready-to-sell agencies including those not yet publicly listed on the open market.

Quantifiable outcome

• Over $80 million in business premium facilitated as an intermediary
• +3 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Seeman Holtz: Seeman Holtz is a national insurance brokerage and M&A advisory firm that assists agency owners with sales, acquisitions, and succession — directly competing with SAMM in the agency transaction marketplace.
• Reagan Consulting: Reagan Consulting is an insurance distribution consultancy providing M&A advisory, valuations, perpetuation planning, and performance benchmarking for insurance agencies. Its service mix closely mirrors SAMM's bundled offering of brokerage, evaluation, and transition services.
• MarshBerry: MarshBerry is a leading insurance agency M&A and consulting firm serving property-casualty and benefits agencies nationwide. It is the most directly comparable peer to SAMM, offering agency perpetuation planning, M&A advisory, valuations, and growth consulting — overlapping nearly every service line SAMM provides but at significantly greater scale.
• The Bridgemoor Group: The Bridgemoor Group provides merger & acquisition advisory, perpetuation planning, and ownership transition services for insurance agencies — directly overlapping with SAMM's brokerage and succession planning offerings.
• Optis Partners: Optis Partners is an investment banking and consulting firm focused exclusively on insurance agency and brokerage M&A. Like SAMM, it sells exclusively to insurance agencies, and competes head-to-head for seller mandates in the same carrier-affiliated agent segment.
• Agency Brokerage Consultants: Agency Brokerage Consultants is a specialist insurance agency M&A intermediary focused on the P&C agent segment, with similar buyer/seller representation, valuation, and transition support services to SAMM.
• Alper Services: Alper Services offers insurance agency M&A advisory, valuations, and consulting. It competes for the same mid-market insurance agency seller and buyer mandates that SAMM pursues.

Regional players

• Ategrity Specialty Insurance: Ategrity Specialty Insurance is a regional insurance services firm with M&A advisory capabilities for agencies in specific U.S. regions. It shares overlap with SAMM's brokerage services but operates at a regional rather than national scale.

Broad incumbents

• IMA Financial Group: IMA Financial Group is a large diversified insurance brokerage that performs internal agency acquisitions and provides consulting to sellers. It is a broader incumbent operating across multiple insurance segments rather than specializing in exclusive-agent M&A like SAMM.
• Allstate (Agency Acquisition Programs): Allstate, as the dominant exclusive-agent carrier that SAMM represents sellers to, maintains its own internal agent transition and acquisition programs. It is a broad incumbent whose direct programs could compete with SAMM's brokerage intermediation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/SAMMBMarketing
• Facebookfacebook.com/SammStaffingAndConsulting
• LinkedInlinkedin.com/company/clemmons-insurance-agencies

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 SAMM Staffing and Consulting