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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.

CONTACT US

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

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DSM Mergers & Acquisitions

Speak With An Advisor Today at 214-535-6005
or Email Us and we’ll quickly respond to confidentially discuss your situation.