Insurance Merger Specialists
IMS is an independent firm comprised of a knowledgeable and highly experienced team of CPAs, advisors, and financial experts specializing in M&A transactions. We pride ourselves on our industry knowledge, transaction expertise, and our hands-on approach to every deal.
When it comes to consulting with independent agencies in mergers and acquisitions, our knowledgeable and professional team has over 75 years combined experience.
By partnering with IMS, an industry-leading financial consulting firm specializing in insurance, consumer-facing insurance brokerages have the advantage of tapping into the strategic insights of our expert insurance industry consultants. This combined expertise brings unparalleled value to firms looking to plan for their future, perpetuate internally, or those looking to sell in the insurance and financial services markets.
Through our network, we can ensure the marketing of your company is a competitive process that our team leads you through every step of the way. Most business owners only go through this process once in their lifetime, and we want our clients to maximize the total potential of their company and transaction.
Satisfied Customers Say It Best
Hiller Ringeman
2021 - North Carolina
Relation Insurance Services has acquired the assets of Hiller Ringeman Insurance Agency, Inc.
Glick Insurance
2021 - North Carolina
Relation Insurance Services has acquired the assets of Glick Insurance Group.
SIG Insurance Agencies
2021 - Connecticut
SIG Insurance Agencies has been acquired by Relation Insurance Services.
Knippenberg Insurance
2021 - Maryland
High Street Insurance Partners has acquired the assets of Knippenberg Insurance.
Griffin Insurance
2021 - North Carolina
The Leavitt Group has acquired the assets of Griffin Insurance .
Laufer Insurance Solutions
2021 - Virginia
The Laufer Agency, Inc. has been acquired by Relation Insurance Services.
Patrick McNealis
2021 - Virginia

Patrick McNealis Insurance and Financial Group has been acquired by High Street Insurance Partners.
Adams Insurance Agency
2021 - Maryland
Relation Insurance Services has acquired the assets of Adams Insurance Agency.
Walker & Associates
2021 - North Carolina
Relation Insurance Services has acquired the assets of Walker & Associates.
Clark Farley Insurance Agency, Inc.
2021 - South Carolina
Clark Farley Insurance Agency, Inc. has been acquired by Relation Insurance Services.
Santo Insurance and Financial Services, Inc.
2021 - New Hampshire
Relation Insurance Services has acquired the assets of Santo Insurance and Financial Services, Inc.
Parks Insurance Group
2021 - North Carolina
Parks Insurance Group has been acquired by Relation Insurance Services.
Noltensmeyer Insurance Services
2021 - Texas
The assets of Noltensmeyer Insurance Services were acquired by The Leavitt Group.
Insley Insurance & Financial Services
2021 - Delaware
Relation Insurance Services has acquired the assets of Insley Insurance and Financial Services.
Consultative Insurance Group, Inc.
2021 - Ohio
Relation Insurance Services has acquired the assets of Consultative Insurance Group, Inc.
Bair Insurance Group
2021 - Pennsylvania
High Street Insurance Partners has acquired the assets of Bair Insurance Group.
SouthEast Agency, LLC
2021 - Connecticut
Relation Insurance Services has acquired the assets of SouthEast Agency, LLC.
Bye Insurance Agency
2021 - Maryland
High Street Insurance Partners has acquired the assets of Bye Insurance Agency.
The Rhodes Insurance Group
2021 - Indiana
Acrisure has acquired the assets of The Rhodes Insurance Group.
The Peterson Agency
2021 - North Carolina
The Peterson Agency has been acquired by High Street Insurance Partners.
Austin Taylor Insurance Agency
2021 - Georgia
Austin Taylor Insurance Agency has been acquired by High Street Insurance Partners.
Dennis Taylor Insurance Agency
2021 - Ohio
Acrisure has acquired the assets of Dennis Taylor Insurance Agency.
The Jason White Insurance Agency
2021 - Mississippi
The Jason White Insurance Agency has been acquired by PCF.
Wyatt Insurance Group
2021 - Ohio
Acrisure has acquired the assets of Wyatt Insurance Group.
Marvin L. Jenkins.
2021 - Georgia
Oakbridge Insurance has acquired the assets of Marvin L. Jenkins.
Ferullo Insurance Agencies
2021 - Pennsylvania
The assets of Ferullo Insurance Agencies have been acquired by High Street Insurance Partners.
Victor F. DeVito
2021 - New York
Relation Insurance Services has acquired the assets of Victor F. DeVito.
Kevin Murphy and Associates, Inc.
2021 - Ohio
Acrisure has acquired the assets of Kevin Murphy and Associates, Inc.
Pittman Insurance Group
2021 - North Carolina
Pittman Insurance Group has been acquired by Oakbridge Insurance.
Jeff Clark
2021 - South Carolina
Acrisure has acquired the assets of Jeff Clark Insurance Agency.
Spears Insurance Group
2021 - South Carolina
Acrisure has acquired the assets of Spears Insurance Group.
Greg Houston Insurance, Inc.
2021 - South Carolina
Acrisure has acquired the assets of Greg Houston Insurance, Inc.
Whims Insurance & Financial Services
2021 - Washington
The Leavitt Group has acquired the assets of Whims Insurance & Financial Services.
The DeFinis Agency
2021 - Pennsylvania
High Street Insurance Partners has acquired the assets of The DeFinis Agency.
Clevenger Insurance Group
2021 - Georgia
High Street Insurance Partners has acquired the assets of Clevenger Insurance Group.
The Bradshaw Agency
2021 - Mississippi
High Street Insurance Partners has acquired the assets of The Bradshaw Agency.
Beck & Associates
2021 - North Carolina
High Street Insurance Partners has acquired the assets of Beck & Associates.
McClure Insurance Group
2021 - Ohio
Acrisure has acquired the assets of McClure Insurance Group.
Hasty Insurance Agency, Inc
2021 - North Carolina
Hasty Insurance Agency, Inc. has been acquired by Relation Insurance Services.
John C. Lee Insurance Group
2021 - Pennsylvania
High Street Insurance Partners has acquired the assets of John C. Lee Insurance Group.
Dalessandro Agency, Inc.
2021 - Michigan
High Street Insurance Partners has acquired the assets of Dalessandro Agency, Inc.
Perry Insurance Group
2021 - South Carolina
Perry Insurance Group, Inc. has been acquired by Relation Insurance Services.
Yates Agency, Inc.
2021 - Tennessee
High Street Insurance Partners has acquired the assets of Yates Agency, Inc.
Insurance Consulting Services
2021 - North Carolina
High Street Insurance Partners has acquired the assets of Insurance Consulting Services.
SK Carney Insurance, Inc.
2021 - North Carolina
Relation Insurance Services has acquired the assets of SK Carney Insurance, Inc.
Masters Insurance Group
2021 - Ohio
Acrisure has acquired the assets of Masters Insurance Group.
The Rice Insurance & Financial Group
2021 - Virginia
High Street Insurance Partners has acquired the assets of The Rice Insurance & Financial Group.
Fargo Insurance Group
2021 - West Virginia
Acrisure has acquired the assets of Fargo Insurance Group.
Woods Agency, Inc.
2021 - Ohio
Acrisure has acquired the assets of Woods Agency, Inc.
The Mayo Agency
2021 - Georgia
Oakbridge Insurance has acquired the assets of The Mayo Agency.
Mountain Pacific Insurance
2021 - Nevada
Mountain Pacific Insurance Services has been acquired by Acrisure.
Crilly Insurance
2021 - Maryland
High Street Insurance Partners has acquired the assets of Crilly Insurance.
Shield Insurance Partners
2021 - Georgia
Oakbridge Insurance has acquired the assets of Shield Insurance Partners.
Med-Care Senior Insurance Solutions
2021 - Arizona
Amerilife has acquired the assets of Med-Care Senior Insurance Solutions.
Hodge Etheridge Insurance and Financial Services, LLC
2021 - South Carolina
Relation Insurance Services has acquired the assets of Hodge Etheridge Insurance and Financial Services, LLC.
Pitts Insurance Team
2021 - South Carolina
Relation Insurance Services has acquired the assets of Pitts Insurance Team.
Mark Boles Agency
2021 - Texas
Acrisure has acquired the assets of Mark Boles Agency.
Kathye Carpenter Agency, LLC
2021 - Texas
Acrisure has acquired the assets of Kathye Carpenter Agency, LLC.
Baughan Insurance Agency
2021 - North Carolina
Relation Insurance Services has acquired the assets of Baughan Insurance Agency.
O’Hanlon Insurance & Financial Services
2021 - North Carolina
Relation Insurance Services has acquired the assets of O’Hanlon Insurance & Financial Services.
Halpert Insurance & Financial Services
2022 - Connecticut
PCF has acquired the assets of Halpert Insurance & Financial Services.
D2 Enterprises, LLC
2022 - Kentucky
HighStreet Insurance Partners has acquired the assets of D2 Enterprises, LLC.
Malhotra & Associates, LLC
2022 - Ohio
HighStreet Insurance Partners has acquired the assets of Malhotra & Associates, LLC.
Yarborough Insurance Agency
2022 - South Carolina
Relation Insurance Services has acquired the assets of Yarborough Insurance Agency.
Insurance Associates of the Triad
2022 - North Carolina
PCF has acquired the assets of Insurance Associates of the Triad.
Yerkes Stephens Insurance Agency
2022 - Connecticut
Relation has acquired the assets of Yerkes Stephens Insurance Agency.
Hawsey & Associates, Inc
2022 - Mississippi
PCF has acquired the assets of Hawsey & Associates, Inc.
Rawson Insurance
2022 - Mississippi
PCF has acquired the assets of Rawson Insurance.
Denison & Associates Insurance
2022 - Mississippi
PCF has acquired the assets of Denison & Associates Insurance.
Peace of Mind Brokerage, LLC
2022 - New York
High Street Insurance partners has acquired the assets of Peace of Mind Brokerage, LLC.
Kilgro & Associates
2022 - Alabama
High Street Insurance partners has acquired the assets of Kilgro & Associates.
Rabon Insurance Agency, Inc
2022 - North Carolina
PCF has acquired the assets of Rabon Insurance Agency, Inc.
Renea S. Rowland Insurance
2022 - South Carolina
PCF has acquired the assets of Renea S. Rowland Insurance.
Radosevic Insurance
2022 - Ohio
Radosevic Insurance has been acquired by Liberty Company Insurance Brokers.
Saraniti Insurance Team
2022 - Ohio
Saraniti Insurance Team has been acquired by The Liberty Company Insurance Brokers
Wilber-Price Insurance Group
2022 - Ohio
Wilber-Price Insurance Group has been acquired by PCF Insurance Services.
Spero Insurance Agency
2021 - Maryland
Relation Insurance Services has acquired the assets of Spero Insurance Agency.
Infuse Insurance
2022 - West Virginia
PCF Insurance Services has acquired the assets of Infuse Insurance.
How We Help Sellers

Agency Valuations
Your agency is worth what someone is willing to pay for it. Our approach of multiple bids for purchase highly increases your chances of obtaining top market dollar. Our team’s expertise will also allow you to better evaluate your offers.

Guidance
From start to finish, our team walks you through every piece of the process with a hands-on approach. We help guide each step- from gathering and analyzing financials to preparing you to meet with potential buyers. You’re the expert in building your agency. Let our team of highly qualified M&A professionals teach you how to sell it and get you through the closing process.

Discretion
Your company information and sales process stays confidential. Potential buyers are hand-picked, and we never send listings to mass audiences. This also helps protect the value of your company should you decide to wait and sell to mass audiences.
Insurance Merger Specialists
(678) 540 1111
Info@mergerllc.net