AMGO Capital offers a suite of services tailored to the individual needs of insurance agency and brokerage owners. As a specialist focusing exclusively on the insurance industry, AMGO Capital understands the nuances associated with this space. The firm's core philosophy is to provide professional and confidential advice utilizing a concierge approach. Looking to acquire an insurance broker to expand your firm? Tired of having to compete with other buyers for an agency that is being marketed for sale? AMGO Capital can identify the "hidden" sellers that are in the marketplace. Oftentimes, agency owners say they aren't actively pursuing a sale but will talk if the right acquirer and fit presents itself. AMGO Capital has relationships and contacts with firms that fit this type of situation. By engaging in a dialogue with these owners on a one-on-one basis, the odds of success in acquiring improve dramatically. Sell-Side Advisory Interested in exploring a sale of your agency? Want to monetize the value embedded within your firm? AMGO Capital can help guide you through the various steps of selling an agency such as:
Valuations and Appraisals Curious as to what your agency is worth? Need to estimate the value of your company for internal perpetuation or estate planning purposes? AMGO Capital's valuation report not only provides an estimated market value for your company but also gives recommendations on how to increase that value. This valuation report analyzes the strengths and weaknesses of your company, compares its financials to peer companies within the industry, and critically looks at the book of business in terms of producers, clients, markets, and other relevant attributes. Whether you are potentially exploring a sale now or looking to remain independent, this report will give you valuable insight into how an outside party would view your agency.Capital Raising Having difficulty financing an internal perpetuation to the next generation of ownership? Want to take some money off the table while retaining a significant ownership stake? AMGO Capital has relationships with private equity firms who have an active interest in the insurance space. AMGO Capital can match up those firms likely to have interest in the demographics of your agency and act as your guide through the capital raising process. Financial Consulting AMGO Capital can assist with evaluating your firm's financials and identifying potential areas for improvement. Other financial ad hoc situations unique to your firm's situation can also be analyzed with recommendations provided as a consulting service. |
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