Five Talents Financial Group has been retained as a buy-side advisor by a leading regional insurance agency to assist them in identifying and acquiring retail and/or wholesale insurance agencies.

The ideal candidate will possess the following characteristics:

  • Lines of Authority in Property & Casualty, Employee Benefits and Personal Lines serving retail or wholesale markets.
  • Cultural fit is their first screening priority.  They desire agencies that are employee focused and service oriented with a vision to grow the agency.
  • Preferred geographic location- KY or TN
  • Agency annual revenue from $2M to $20M.  Will consider a smaller or larger agency if the fit and personnel are right.

Our client is well capitalized and able to move quickly.

If you currently have opportunities fitting the above criteria please direct your response to:

Michael Keck, CM&AA
(859) 333-7932