Insurance Agency M&A Advisors
INS Capital Group delivers the maximum value for your agency
Expert Insurance M&A Advisory Services
Founded in 2015, INS Capital Group is one of the nation’s leading insurance M&A advisory firms. INS Capital specializes in maximizing insurance agency value through expert valuation, strategic M&A guidance, and succession planning services for agencies of all sizes.
We take a systematic approach to understanding your goals and delivering results. From initial valuation through final closing, our experienced team guides you through every step of the process, ensuring optimal outcomes for your agency’s future. Our results confirm our experience.
Why Trust Your Agency’s Future with INS Capital Group?
We know agency owners have several options when considering M&A partners. INS Capital has the data to support why we are one of the best.
Transaction Voume
Transactions
Avg. Years of experience
Complete Insurance M&A Advisory Services
INS Capital Group team brings decades of industry experience to every engagement, from kick-off to conclusion.
Strategic Marketing Analysis – Your First Step Toward Smart, Strategic Agency Decisions
Before you make a move, understand where you stand. An SMA is the central guidepost that helps insurance agency leaders evaluate their options and unlock future potential..
Our Strategic Market Analysis is the foundational step in every engagement. Think of it as your agency’s roundabout — no matter your destination, you pass through the SMA first. It helps you understand your current market position, operational readiness, and valuation landscape, so every strategic decision is grounded in data and aligned with your long-term goals.
From selling your agency or making acquisitions to capital access and succession planning, the SMA informs the most efficient and valuable path forward.
“I spoke to four other M&A firms before hiring INS Capital Group. INS excelled at explaining the value of my agency to potential buyers and the offers I receive reflected it.”
— Mark Glandon
Ready to Maximize Your Insurance Agency Value?
Whether you’re planning to buy, sell, or enhance your agency’s market position, our team of expert insurance M&A Advisors is ready to help.