Agency Brokerage
Agency Brokerage Consultants describes itself as an advisor focused on the valuation, sale, and acquisition of insurance distribution businesses, including retail agencies, wholesale brokerages, MGAs, MGUs, and program administrators.
What stands out about Agency Brokerage
Agency Brokerage publicly presents a specialized insurance-distribution advisory model spanning valuation, sell-side brokerage, acquisition support, succession consulting, second opinions, and fractional CFO services. Its stated criteria include independent agencies in the $500K–$10M revenue range, while its CEO states that he has represented clients with revenue up to $50M+.[1][3][4][5][6]
What does Agency Brokerage do?
Agency Brokerage Consultants describes itself as an expert in the valuation, sale, and acquisition of insurance distribution businesses. Its stated coverage includes retail agencies, wholesale brokerages, MGAs, MGUs, and program administrators.[1]
Publicly listed services include second-opinion services, agency valuation, fractional CFO consulting, buying-an-agency support, selling-an-agency support, and succession consulting.[3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
Published criteria: Agency Brokerage states that it is active as a sell-side advisor for independent agencies in the $500K–$10M revenue range and represents dozens of sellers each year. Its CEO states that he has represented clients with revenue up to $50M+.[4][5]
What should a business owner evaluate before hiring Agency Brokerage?
An owner evaluating Agency Brokerage can clarify how the firm’s insurance-distribution specialization applies to the owner’s specific niche and revenue range. Agency Brokerage states that it is active as a sell-side advisor for independent agencies in the $500K–$10M revenue range, while its CEO states that he has represented clients with revenue up to $50M+.
The 2026 transaction archive identifies advisor roles and transaction participants, but not individual values, consideration terms, or closing dates. The services page also does not publish a universal fee schedule, minimum fee, success-fee percentage, termination provision, or tail period. An owner should therefore request the proposed valuation methodology, fee structure, exclusivity and termination provisions, buyer-outreach approach, conflicts information, and any relevant transition-support terms directly from the firm.[3][4][5][6]
Which legal entity would sign the engagement letter and receive fees
How does the firm’s experience apply to the owner’s specific insurance niche and revenue range
What valuation methodology and engagement economics would apply, including fees, minimums, expenses, exclusivity, termination, and any tail provisions
What size transactions and clients does Agency Brokerage focus on?
Agency Brokerage states that it serves insurance distribution businesses, including retail agencies, wholesale brokerages, MGAs, MGUs, program administrators, and related insurance businesses.[1]
Agency Brokerage’s 2026 transaction archive identifies Agency Brokerage Consultants as advisor to Eaton & Schultz Insurance Group, Emory P. Stephens Insurance, Robertson Insurance & Risk Management, Arctic Risk Specialists, and Leigh Insurance Agency, among other transactions.
The 2025 archive identifies Agency Brokerage Consultants as advisor to Budget Insurance Home, LLC, The Insurance Store USA, North Shore Insurance Group, Baldon Insurance Group, and Smart Insurance Agency, among other transactions.[6][7]
The firm’s stated transaction focus includes the sale and acquisition of insurance distribution businesses. For selected buyers, its acquisition-support consulting can include initial deal review, offer consulting, and due-diligence consulting.[1][4]
What does Agency Brokerage publicly disclose about fees, process and engagement terms?
The cited 2026 completed-transactions page identifies transaction participants and Agency Brokerage Consultants’ advisor role but does not publish individual transaction values, consideration terms, or closing dates for the listed transactions.
The cited services page lists service categories but does not publish a universal fee schedule, minimum fee, success-fee percentage, termination provision, or tail period.[3][6]
Florida’s Division of Corporations lists AGENCY BROKERAGE CONSULTANTS, INC. as an active Florida profit corporation, document number P09000083552, filed October 8, 2009.[2]
Publicly described process support includes selling-an-agency services and buying-an-agency support. For selected buyers, the firm states that acquisition consulting can include initial deal review, offer consulting, and due-diligence consulting.[3][4]
Questions to ask before hiring Agency Brokerage
Which legal entity would sign the engagement letter and receive fees?
How does the firm’s experience apply to the owner’s specific insurance niche and revenue range?
What valuation methodology and engagement economics would apply, including fees, minimums, expenses, exclusivity, termination, and any tail provisions?
Which buyers would be contacted, and how would confidentiality be handled?
What transaction values, structures, consideration terms, and closing dates can the firm provide for comparable transactions?
Sources & research notes
- Official website / firm overview
- Structure / regulatory context
- Services / capabilities
- Investment approach
- Geography / market coverage
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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