Unmatched, Insurance M&A Experts
At INS Capital Group, we are more than insurance M&A experts—we are long-term partners helping agency owners build, grow, and transition their businesses with confidence
Why INS Capital Group?
INS Capital Group was born from a simple yet powerful insight: small to midsize insurance agency owners needed specialized M&A and capital advisory services tailored to their unique industry challenges. What began as a founder-led consultancy has grown into a respected team of insurance M&A advisors with a nationwide footprint and an unmatched track record of successful transactions.
Our growth over the past decades has been driven by a commitment to maximizing insurance agency value through expert guidance, deep industry relationships, and a client-first approach. With over 1,500 completed transactions totaling more than $5 billion in value, we’ve built our reputation one successful client at a time.
Today, INS Capital Group stands as the trusted partner for insurance agencies navigating the complex worlds of mergers, acquisitions, valuations, and succession planning. Our team’s combined experience of over 28 years in the insurance industry ensures that we understand the unique challenges and opportunities facing agency owners at every stage of their business journey.
Building a Team of Insurance M&A Experts
What started as a consulting business has grown into one of the most talented and experienced insurance M&A teams in the country. Turns out, talent begets talent.
Our team brings together specialists in finance, operations, legal strategy, and succession planning—each with deep roots in the insurance industry. This multidisciplinary approach allows us to offer more than transactional support. We deliver strategic advice that helps owners position their agency for long-term success.
Meet Our Leadership Team
Schedule time to Talk to the Best M&A Advisors in the Business
Whether you’re planning for succession, exploring acquisition opportunities, or simply want to understand your agency’s current market position, our team is ready to provide the insights you need to make informed decisions about your most valuable asset.