PW&Co served as the buy-side advisor in the acquisition of an insurance brokerage firm (the Target) by a credit union service organization (CUSO). PW&Co’s investment banking team was led by Michael Stone with support from Zac Venos and Ross Walker.
The CUSO was interested in acquiring the Target to retain its owner and to acquire its book of business, including relationships with commercial carriers. PW&Co performed due diligence on the Target, its book of business, and future expected performance. PW&Co valued the Target’s existing insurance book of business and helped structure the transaction that would be suitable for both the buyer and seller.
If you are interested in selling your business, acquiring a company, or learning more about what your business is worth, please email Michael Stone or call him directly at (205) 458-9137.
PW&Co’s buy-side M&A services related to the asset purchase were provided through its affiliate, Porter White Capital Advisors, Inc.
