About the Company

AMGO Capital is a merger and acquisition ("M&A") advisory firm focused on the insurance agency and brokerage industry.  Working with insurance brokers and agencies of all sizes throughout the country, AMGO Capital's mission is to provide financial advice that is in the best interest of clients.

  • Buy-Side Advisory: sourcing and valuing acquisition opportunities
  • Sell-Side Advisory: managing the sale of insurance brokers and agencies
  • Valuations and Appraisals
  • Capital Raising and Financial Consulting

Transaction Experience Includes:

  • Divestiture of The PNC Financial Services Group's retail employee benefit insurance brokerage business to USI Holdings
  • Sale of Cornerstone Companies (an M Financial Group member firm) to Harleysville National Bank
  • Sale of Curzi Insurance Agency to Brown & Brown

Articles and Resources

   Recent M&A News