Chris McAtee, President

Chris has the unique experience of sitting at each side of the negotiating table during the acquisition process. By representing buyers, sellers & the lender during transactions, his perspective and understanding of what each party needs to accomplish is invaluable. His client list includes a variety of business owners within the insurance industry, including captive and independent retail agents, Insurance Networks, wholesale agents, Managing General Agencies and Program Administrators, whose market values ranged between $1M and $50M.  With over 250 completed transactions, approaching $1 Billion in deal value for clients across the country, Chris has built an extensive network of buyers and lending professionals; a valuable resource to agents looking to sell, buy or raise capital.   

Chris presents at insurance industry events on topics such as mergers, acquisitions, succession planning and financial options for agents as well as writes articles and conduct webinars for the insurance industry’s top banks on the same topics.  

Chris is a Certified Exit Planning Advisor (CEPA) and holds a bachelor’s degree from Purdue University and a Financial Management Certificate from Cornell University. He splits time between Indianapolis, IN and New Braunfels, TX with his wife, Cyndi, and their two dogs.