Independent Insurance Agency

We are pleased to share a confidential acquisition opportunity involving a well established, independent insurance brokerage based in Illinois (“Project Legacy”). The firm has operated successfully for more than 40 years and provides a diversified mix with primary focus on commercial clients along with personal products through strong relationships with national and regional carriers. The agency generates approximately $2.0 million in annual commissions, with a strong retention rate and has demonstrated consistent revenue and EBITDA growth over the past several years. Operations are supported by an experienced team across multiple locations, with the current owner willing to assist in a post close transition to ensure continuity and client retention but is looking to retire. Please find the attached confidential teaser for additional details. If you have interest in learning more or would like to discuss next steps, please reach directly out to me as we would welcome the opportunity to connect or feel free to sign the NDA attached to the teaser. All inquiries will be treated with strict confidentiality. Jim Fritz Cambridge Partners & Associates