Coastal Business Intermediaries
Coastal Business Intermediaries, operating under the Agency Brokerage Consultants name, focuses on M&A advisory and related services for insurance distribution businesses. Its public materials describe valuation work, sell-side process management, buyer-side acquisition analysis, offer review, and succession consulting.
What stands out about Coastal Business Intermediaries
The sources cited for this profile describe Coastal Business Intermediaries as an insurance-distribution-focused M&A advisor and intermediary. The firm states that it evaluates agencies across the country, uses agency-specific financial and operating information in valuation work, and manages confidential sale processes that may involve multiple offers.[1][2][3][4][5][6]
What does Coastal Business Intermediaries do?
Coastal Business Intermediaries, Inc. is identified in Florida records as an active corporation associated with the Agency Brokerage Consultants name. The firm’s public offering is centered on M&A advisory and related services for insurance distribution businesses.
Its stated services include agency valuation, sell-side advisory, buyer-side acquisition analysis, second-opinion offer review, fractional CFO support, and succession consulting.[1][2][3]
Agency Brokerage publicly offers M&A advisory, agency valuation, second-opinion offer review, fractional CFO support, agency acquisition services, and succession consulting. Its buyer-side acquisition service includes analytical tools intended to help evaluate expected return on investment for an insurance-agency acquisition.[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.
What should a business owner evaluate before hiring Coastal Business Intermediaries?
An insurance-agency owner evaluating the firm can examine its stated specialization in insurance distribution, agency-specific valuation approach, national buyer outreach, confidential sale-process model, and public examples involving independent agencies and other insurance businesses. The firm’s materials also describe buyer-side acquisition analysis, offer review, and succession consulting.
Before engaging, an owner should clarify the engagement economics, exclusivity and termination provisions, buyer-contact protocols, valuation methodology, conflicts, the treatment of contingent consideration and rollover arrangements, and the scope of diligence and negotiation support. The public transaction archive does not provide transaction values, consideration terms, financing terms, or closing dates for its 2026 examples, so those details would need to be addressed directly for comparable transactions.[3][4][5][6]
How will the agency be valued, and which comparable transactions support the valuation
Which buyer categories would be contacted, and how will confidentiality be protected during the sale process
What size transactions and clients does Coastal Business Intermediaries focus on?
The firm’s valuation materials identify retail insurance agencies, wholesale brokerages, MGAs and MGUs, IMOs, and insurance networks as business types it evaluates. The public-facing practice is focused on insurance distribution businesses.[5]
The official 2026 transaction archive identifies Agency Brokerage Consultants as advisor to Eaton & Schultz Insurance Group, acquired by Dimond Bros. Insurance; Emory P. Stephens Insurance, acquired by TruSummit Insurance Solutions; Robertson Insurance & Risk Management, acquired by Tricor Insurance; Arctic Risk Specialists, acquired by World Insurance Associates; Leigh Insurance Agency, acquired by HoneyQuote; Allison White Insurance, acquired by Arachas Group; Walterry Insurance Brokers, acquired by Heffernan Insurance Brokers; and Fortress Insurance Services, acquired by TWFG.
The 2025 archive also lists Agency Brokerage Consultants as advisor to transactions involving Budget Insurance Home, LLC; The Insurance Store USA; North Shore Insurance Group; Baldon Insurance Group; Smart Insurance Agency; and BNC Insurance, among others.[6][7]
The public service descriptions cover agency sales, agency acquisitions, valuation, offer review, and succession consulting. For agency sales, the firm states that it runs a confidential, controlled auction, prepares a Confidential Information Memorandum, communicates with over 18,000 agency buyers, and seeks multiple offers.[3][4]
What does Coastal Business Intermediaries publicly disclose about fees, process and engagement terms?
The official valuation page does not publish a universal minimum revenue, enterprise-value, or transaction-size threshold for an engagement.
The official 2026 transaction archive lists transaction parties and advisor relationships but does not disclose transaction values, consideration terms, financing terms, or closing dates for the listed examples.[5][6]
Florida records identify COASTAL BUSINESS INTERMEDIARIES INC, doing business as AGENCY BROKERAGE CONSULTANTS, as a current and active real estate corporation under license CQ1022891. The license record states a May 18, 2005 licensing date and a September 30, 2027 expiration date. Florida corporate records separately identify COASTAL BUSINESS INTERMEDIARIES, INC. as an active Florida profit corporation.[1][2]
For a sale engagement, the firm states that it uses a confidential, controlled auction, prepares a Confidential Information Memorandum, contacts a buyer network, and seeks multiple offers. It also states that the average time to close a sale after going to market is about 90 days.
The firm states that it evaluates agencies across the country and communicates with agency buyers around the country. Its valuation process uses financial, carrier, and employee data, typically covering three to five years.[4][5]
Questions to ask before hiring Coastal Business Intermediaries
What legal entity will sign the engagement, and how will fees, expenses, exclusivity, termination, and any tail provisions be structured?
How will the agency be valued, and which comparable transactions support the valuation?
Which buyer categories would be contacted, and how will confidentiality be protected during the sale process?
How would earnouts, rollover equity, seller notes, employment arrangements, or other contingent consideration be handled?
Which recent transactions disclose agency size, growth, geography, or line-of-business details relevant to the engagement?
What licensing or regulatory roles apply to the specific engagement?
Sources & research notes
- Official website / firm overview
- Identity / organization record
- Services / capabilities
- Services / capabilities
- Industry / market focus
- 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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