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?
Whatever you seek, we can work with you to achieve it.
SERVICES
TRANSACTIONS
