We Take The Friction Out Of Buying & Selling Insurance Agencies

From valuation to due diligence to debt financing consulting, we have all the tools you need to ensure a successful sale or purchase of an insurance agency.

Our knowledgeable and experienced team have over 75 years of independent agency, property & casualty consulting and banking/lending experience.

See How We Take You Through The Process

Our team of valuation experts and M&A advisors guide clients through our professional processes, leveraging our industry knowledge, transaction expertise and network to help them achieve a goal. We work daily with insurance owners, agency buyers, and lenders across the country. We pride ourselves on providing clients with the highest level of service and expertise.


Satisfied Customers Say It Best

Ron Smith


Greg & his Team are the best. I would not have had the success we had without them. Thanks

Consultative Insurance Group | consultativeinsurance.com

Kindra Smith


I can not give enough positive feedback for Greg and his team, including the CPAs with NicholsCauley. Their personal service delivered with professional experience and guidance is simply priceless. I would advise any individual considering selling their business to go through this process with Insurance Merger Specialists--at the very least, you will be a better business owner as a result of the experience; at the very best, you are in the best possible financial situation.

Consultative Insurance Group | consultativeinsurance.com

Harry Insley


Greg Hicks and his team were top notch from the beginning to the end of our merger. They positioned us for success every step of the way. Their expertise and knowledge was spot on.

Insley Insurance | insleyinsurance.com

Matt McClure


IMS, LLC was wonderful to work with. Timely, professional and easy. They will assist you every step of the way.

McClure Insurance Group | mcclureinsurancegroup.com

Karl Woods


These folks kept our best interest at the fore front of negotiations and delivered on every promise, great outcome and excited to partner up with Acrisure going forward. Thanks to Greg Hicks and his entire team !

Woods Agency Inc

David Perry


Outstanding Professional Service with a great team support. They provided me direction and assisted me with many decessions needed in the pricess of a M&A. I would recommend Greg and his team to anyone needing a professional team.

Perry Insurance Group | perryinsgroup.com

Joe DeFinis


Incredibly great at what IMS does, they are honest and hard working!

The DeFinis Agency | definisagency.com

Greg Masters


Greg and his team are Terrific!! They made a complex transaction easy. I would highly recommend them.

Masters Insurance Group | mastersinsurance247.com

John Lee


Really enjoyed working with Eryk Johnson and Greg Hicks as well as Charles Thompson they all assisted me through a long and complicated process.

John C Lee Insurance Group | johncleeins.com

Greg Houston


I had a great experience working with IMS. They represented me in a professional manner and looked out for my best interest. I would recommend them to anyone!

Greg Houston Insurance Inc | greghoustoninsurance.com

Dan Vincent


Simply amazing. This was something new for us but Greg, Eryk, and the entire Team helped us better understand the processes and tactical implementations to satisfy (and exceed) the buyers expectations. We would have been lost and totally at the mercy of the buyer without their help. The end product was worth waiting for and we most emphatically recommend IMS.

Med-Care Senior Insurance Solutions | med-careaz.com

Ladd Bratcher


Greg and Amanda Hicks have assembled a team of professionals with a turnkey process. They walk you through the complicated details of the purchase or sell of an agency. I have endorsed Insurance Merger Specialists , LLC for my network of agencies. I highly recommend you give them a call.

Insurancemartinc.com | msinsalliance.com

Steve Kauger


My agency may not be the biggest, but when it came to selling, I was not sure how to handle it. Greg and Amanda made the process very simple for me. Their partner accountants helped me with getting my financials in order and helped with the allocation of assets for my tax benefit. I had spoken with another broker in the past, but when I spoke with Greg, I knew he was going to be able to help me. In fact, I still speak with him today and refer anyone I know to Insurance Merger Specialists.

Kauger Insurance 

John Smyre


From the very first inquiry for information on the asset to the finance and eventual closing, Greg and Amanda were there to assist and help facilitate a very complex transaction with confidence. This purchase has helped elevate our business model to the next level and has helped make future acquisitions possible.

We hope to use Insurance Merger Specialists services again in the future and highly recommend their services.


Jeff Hair

President & Commercial Producer

I'm not sure how anyone can buy or sell an agency without having people like Greg, Amanda and Jeff involved.

Buying or selling an agency of any size is very complex.  Greg and Amanda made the process as painless as possible.  Their in depth knowledge and experience of the insurance agency business model greatly helped both myself and the Seller. I won't do another deal without these guys.


Michael Glick


Beyond 5 star firm! I have worked with Greg and Amanda Hicks for the last 13 months during the sale of my business.

They are absolutely the best in the business! I highly recommend using this firm, if you are looking to sell your business.


Saundra K. Carney

President, Agent, and Owner Licensed in: NC, SC, GA, VA, TN, TX

Greg and Amanda Hicks, the owners of this company, are great folks to work with if you’re interested in merging your agency with another company...They all worked with me through the entire process. I really could not imagine any other company being better then these folks.


C. Merediethe (Mert) Adams Jr.


Greg and his team guide you through the difficult maze of selling your agency. I couldn’t be happier with the job they have done!

Adams Insurance Agency

Ron Parks


Greg and his team are true professionals in every way.  If you're a seller, you owe it to yourself to talk to them!!

Parks Insurance Group

Clark Farley


Many times people or services don't live up to the hype. Greg Hicks is an exception. I thought I knew what I was doing in selling my agency. I've been an agent for 46 years. I soon found out I know about selling insurance but I knew nothing about selling an agency. Without Greg, I would have been eaten alive. Don't even talk to anybody about selling till you talk to Greg.

Clark Farley Insurance Agency, Inc.

Jamie Santo

Agency Principal

From our initial conversations through the entire due diligence period, Greg was direct and truthful and set reasonable expectations about the process. I am grateful that I had IMS by my side as a business partner, the process was so smooth, efficient and profitable. Thank you again for all the guidance and support, Greg is a professional at how he approaches the entire process and I am thankful for working with him.

Santo Insurance

Gary Blaustein

Agent Broker

Insurance Merger Specialists clarified my vision for future growth of my Insurance Agency. Greg's team spent endless time with me to make the process fluid and transparent. The team at IMS is extremely professional, informed and insightful. Insurance Merger Specialists operates at a World Class Level and I would strongly recommend partnering with them.

Gary Blaustein Associates

Tony L. Johnson


Extremely professional dedicated and hard working folks who sincerely seek out the best fit and opportunity for your business. They have worked will [sic] with us and provided valuable counsel.

Tony L. Johnson Insurance Agency

Kelly Bonanni

Assistant Manager

Greg and his team are the best in the business!!! If you are thinking about selling your agency you need to call Insurance Merger Specialist. Greg and his team are professional, honest, hard working, and treat you like family. I would like to give a special thanks to Eryk for all his guidance and help with each step of the process. You guys are rock stars!!!

Mountain Pacific Insurance

Rod Walthers

Principal Agent/CEO

Simply put, Greg and his team are amazing! Over the years I've completed several small acquisitions on my own, however when it came time for selling my agency, it became a completely different ballgame. Through his team's efforts, we were able to restructure our expenses, and improve our overall financial performance. These efforts led to receiving much higher offers than if I would have would have tried to sell it myself.
Thanks again Greg, you're the BEST!

Mountain Pacific Insurance

Now is the time to make a move

Today’s environment of growing through acquisition has been created through the ease of access of capital and low interest rates. This environment will not last forever as interest rates increase over time valuations will drop and fewer buyers will exist. This market has created a perfect storm for obtaining the highest multiple for your agency.

How We Help Sellers

Agency Valuations

Ultimately, your agency is worth what someone is willing to pay for it. Our approach of multiple bids for purchase highly increases your chance of obtaining top market dollar.

Due Diligence

Our advisors have been involved in retail and wholesale insurance agencies,  brokerages, managing general agencies, and program administrators. This experience gives our team extensive knowledge of insurance agency operations and the due diligence process involved with an acquisition.

Acquisition Financing

Our knowledge of agency finance is second to none. We help put both buyer and sellers’ financials and required documentation in proper order to present a clear picture to the lender. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition. There are countless number of deals where buyer and seller do not have a middle man and cannot get the merger or acquisition financed.

Pitch Decks

After compiling all your financial information, make-up of book, carrier contracts, and all add-backs to your P & L we present to market with a very detailed and professional look into your agency. This step ensures highest bids and gives buyers a look of values that they do not see under normal listings. Our pitchbooks minimizes due diligence concerns and increases our contract to close ratio by more than 20%.

How We Help Buyers

Your Deal

Our upfront data collecting, compiling into format help gives peace of mind that you are making the right decision on purchasing. Our complete pitchbook gives a detailed summary of the agency you are considering purchasing. This upfront work saves time and helps to move through the due diligence phase of purchase.


We help put your complete loan package together which ensures compliance to lenders guidelines. The financing can be the most difficult part of closing an M & A transaction. Our understanding of the loan programs and guidelines helps to ensure you receive the best rate, terms, and fee structure for your acquisition.

M & A Trained

Our M & A Accountant partners are the best in the business. We work together as a team for both buyer and seller in making sure the transaction obtains maximum value and lender approval. Our deals typically close in half the time with fewer issues and stress than our competitors. The accountant fees are part of IMS consulting fee.


Due diligence is an important process to verify the information provided by the sellers. We supply a standardized due diligence check list for guidance.

Closings &

We work closely with attorneys to close the transaction according to the contract requirements, handle the escrows and closing funds in accordance of the contract. It is always a good idea and recommended to have buyer and seller’s personal attorney and CPA to review contracts prior to signing.

Education For Buyers & Sellers

Doing Business During a Global Pandemic: More Than Prepared

Doing Business During a Global Pandemic: More Than Prepared

We are facing an unprecedented time of uncertainty; global markets are seemingly on the downswing, face to face meetings are all but nonexistent, office staff are leading the teleworking charge by remaining hunkered down in their makeshift home offices- encumbered by...

How Do I Know If I am Ready to Sell My Insurance Business

How Do I Know If I am Ready to Sell My Insurance Business

Many circumstances govern whether or not it is time to consider selling your business.  This is often a very tough decision to make. Maybe you have poured your heart, soul, and resources into this venture for generations and want to see it succeed under new...

Most Common Statement Made Is I Am Going To Sell In 3 To 4 Years.

Our knowledgeable and experienced team have over 75 years of independent agency, property & casualty consulting and banking/lending experience.