Buying or merging a new business is about more than just acquiring a competitive advantage. It’s all about blending two disparate forces into a powerful one. Merging computer systems, financial issues, and marketing teams, among other things, are all part of the process. Mergers entail a lot of labor, but when done well, they can yield a lot of benefits.

Recognizing and embracing the idea that any M&A effectively results in a new organization is one of the keys to successful mergers and acquisitions. To ensure a comprehensive and successful integration, redevelop a start-up culture and work ethic.

The interests of both companies are united into a single, stronger organization during a merger. However, one side is nearly always deemed the acquirer and the other the acquiree from a legal and practical standpoint.

You should assess both your competitive situation and your future objectives while developing your M&A strategy. That means knowing what you’re doing with your company, where you want to go, and what you value the most.

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 of combined experience in the insurance industry. We have successfully worked with a number of agencies creating mutually beneficial solutions for owners, partners and buyers.