DSM Mergers & Acquisitions
We are a Texas based M&A Acquisition and Advisory practice focused on the Independent P&C Insurance Market. Whether you are looking to retire, seeking perpetuation planning or simply exploring options, let’s talk.
Our parent company, Davidson Stewart Morelock, has been an independent P&C agency since 2008, with our principals offering over 50 years combined experience in the insurance industry. We have successfully worked with a number of agencies creating mutually beneficial solutions for owners, partners and buyers.
What steps have you taken to secure your financial future?
What is your perpetuation plan for your agency?
- Do you know the value of your Agency?
- Do you want an all-out sale of the business?
- Do you want to start a transition strategy that will wind down your involvement in the agency over a few years?
Do you want to focus on Commercial Lines and need a partner to take on the day-to-day operations and service for your Personal Line’s business?
Do you want to focus on Personal Lines and need a partner to take on the day-to-day operations and service for your Commercial Line’s business?
Whatever you seek, we can work with you to achieve it.
SERVICES
Asset Purchase
Book of Business Purchase
“Peal-Out” Book of Business Purchase
Transitional Partnership Purchase
- Perpetuation Planning
Producer Development Partnership
Selling Preparation
And More…
TRANSACTIONS
- Personal & Commercial Lines Insurance Agency Book of Business Purchase & Partnership – Dallas, 2008
- Personal & Commercial Lines Insurance Agency Asset Purchase – Austin, TX 2009
- Personal Lines Insurance Book of Business “Carve-Out” Purchase. – Austin, TX 2009
- Personal & Commercial Lines Insurance Agency Asset Purchase – Austin, TX 2009
- Personal & Commercial Lines Insurance Book of Business Purchase – Austin, TX 2010
- Agency Perpetuation Planning & Partnership – Glen Rose, TX, 2011
- Commercial Lines Book of Business Purchase & Partnership – Ft Worth, TX 2011
- Personal Lines Insurance Book of Business Purchase – Cedar Park, TX 2012
- Personal & Commercial Lines Insurance Agency Asset Purchase – Georgetown, TX 2013
- Personal & Commercial Lines Insurance Agency Asset Purchase – McKinney, TX 2013
- Personal Lines Insurance Book of Business “Carve-Out” Purchase – Dallas, TX 2016
