Sell-side Transactions for Insurance Brokerages

Insurance brokerages are sold for a variety of reasons such as: owner(s) approaching retirement, a subsidiary of a public company deemed “non-strategic”, or any other circumstance that sparks an interest in exploring a partial or total sale.  Whatever the reason, LMC’s professionals are well suited to guide our brokerage clients through the process.
 
We treat every sell-side transaction as a highly customized process.  Each assignment begins by developing a clear understanding of the client’s objectives, business, and strategy. This allows our professionals to identify, analyze, and explain the company’s unique value to potential buyers.  We also understand the importance of leveraging our experience and creativity to design and control every phase of a transaction.  Each assignment also involves the preparation of a Confidential Information Memorandum, a highly focused search for potential buyers, structured distribution of information to qualified buyers, creation and coordination of management presentations, careful selection of a successful bidder, strategically controlled negotiations, and complete guidance through closing with the selected buyer.