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Mergers & Acquisitions

We are actively looking to acquire specialty books of business and companies. If you are a wholesale broker, program administrator or managing general agency that is interesting in exploring options for the sale of your company or a book of business, we would love to speak with you. 

     Rewarding your hard work - honoring your legacy


  • Transactions are executed quickly and with full confidentiality

  • Opportunity to either transition out of your company in a 2 to 3 year period or at time of acquisition

  • Ethos that recognizes, honors and creates greater opportunities for your employees

  • Consider ASR and benefit from a broad operating platform and diverse range of capabilities – without the shortsighted motives of large bureaucratic aggregators


MGAs, Wholesale Brokers & Program Administrators

  • Revenues of $2,500,000+, but will consider smaller

  • Specialization in a certain class or market segment

  • Profit margins that exceed 20%

  • Accretive for ASR


Books of Business

  • Revenues of $500,000+

  • Specialization in a certain class or market segment

  • Portable in terms of being able to fold into our existing platform




Contact Us

If you are interested in selling your company, want to explore a merger or have a book of business that you are perhaps finding difficult to profitably scale, we hope that you will contact us today for a confidential conversation

Mark Coons

Founder & President

Direct 704.358.0447

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