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Services

MERGERS & ACQUISITIONS | EXECUTIVE SEARCH | PROGRAM DEVELOPMENT

Mergers & Acquisitions: Buyers

If you are an agency owner who is looking to buy, then our services provided to you are on a contingency basis. The only time a fee would be earned is after the successful completion of an acquisition. We welcome the opportunity to speak with you about our pricing structure, terms and conditions.

Advantages for buyers that use Winston Dunn:

  • No retainers. Fees are paid upon purchasing of an agency / brokerage
  • Decades of insurance industry knowledge working in conjunction with leaders
  • Deep understanding of the retail and wholesale environments
  • Relationships with thousands of owners of independently held agencies and brokers throughout the country
  • Typically the owners we work with are not working with any of the national M&A consultancy organizations
  • Our sweet spot is agencies with revenues from 500k to 10 million
  • Prior to introducing an owner to you we have already identified the culture, role and environment they seek
  • Knowing your business and growth strategy enable us to present only those agencies & brokerage that meet your criteria
  • Expedience, yet patience for your time constraints
  • Passion about our shared venture

    Integrity, honesty, confidence, knowledgeable, respectful, strong work ethic, passion and pride are traits that you will find exists amongst our consultants Whether it is through M&A or organic activity, the professionals at Winston Dunn are here to help you achieve your growth initiatives.