Using an Investment Banker to Sell Your Agency or Raise Capital

Many agency owners have a valuation in mind . . . but is it realistic? In this insightful new episode of Insurance Shoptalk, host Eric Stein and guest Steven Nigro, Managing Partner at Tag Financial, break down the realities of agency valuations, deal structures, and M&A strategies in today’s market. They discuss the importance of properly preparing your agency for sale, the differences between business brokers, investment bankers, and aggregators, and the role of earnouts, stock, and private equity in a deal. To learn more and connect with Steve, find him on LinkedIn at / stevennigro