Past Transactions

Transactions our team has successfully closed.

$ 100,000 — $ 20,000,000

Insurance Agency - $3.8M

Agency with 90%+ commercial lines, and 40% of the BOB is Workers’ Comp.

$3,790,000

Buy and Sell Side

Strategic

Miami

Insurance

Agency with 90%+ commercial lines, and 40% of the BOB is Workers’ Comp.

P&C Insurance - $2.2M

Over 25 years of servicing the Miami area.

$2,200,000

Buy and Sell Side

Individual

Miami

Insurance

Over 25 years of servicing the Miami area.

P&C Insurance - $1.5M

Over 25 years of servicing the Coral Gables area.

$1,500,000

Buy and Sell Side

Individual

Miami

Insurance

Over 25 years of servicing the Coral Gables area.

Insurance Agency - $600k

Independent P&C insurance agency with almost four decades of serving West Palm Beach.

$600,000

Buy and Sell Side

Individual

West Palm Beach

Insurance

Independent P&C insurance agency with almost four decades of serving West Palm Beach.

Insurance Agency - $530k

Independent P&C insurance agency serving Broward County

$530,000

Buy and Sell Side

Individual

Fort Lauderdale

Insurance

Independent P&C insurance agency serving Broward County

Insurance Agency – $370k

Auto Insurance Agency with top carriers

$370,000

Buy and Sell Side

Individual

Miami

Insurance

Auto Insurance Agency with top carriers

$ 100,000 — $ 20,000,000