INS Capital is an advisory group that focuses on M&A, Succession Planning, Valuations, Capital Advisory and general consulting within the insurance industry. We have a long history of working with members of different networks across the U.S. Over the past 15 years we’ve completed over 200 agency acquisitions representing over $500M in transaction value, plus numerous other consulting engagements related to M&A, valuations and succession planning.

Our services our essentially identical to the large investment banks that serve the insurance industry, but what differentiates us is that historically our average clients have revenue ranging from $500K – $5M. We have a much better understanding of the valuation metrics, opportunities and threats agencies of those size have since we work with them on a daily basis.

Company Highlights:

• Extensive experience with the size of agencies that make up most network members
• We’ve helped put together various programs specifically for network members
• Our goal is to help small to mid size agents compete against bigger competition (PE, Public and Larger Regional agencies)