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 catch other great episodes, please visit https://insuranceshoptalk.com or visit the Insurance Shoptalk YouTube channel here.

Explore the dynamic world of commercial property and casualty insurance with a new podcast from Eric Stein! With a rich background and over twenty-five years of industry experience.

When you tune in to an episode of Insurance Shoptalk, you can:

• Stay updated on the latest news, trends, and developments in the insurance industry
• Hear in-depth interviews with insurance industry leaders, experts, and carriers.
• Explore how new technological advances are shaping the insurance industry

Find Insurance Shoptalk on YouTube, or on Spotify, .css-j9qmi7{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-flex-direction:row;-ms-flex-direction:row;flex-direction:row;font-weight:700;margin-bottom:1rem;margin-top:2.8rem;width:100%;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:start;justify-content:start;padding-left:5rem;}@media only screen and (max-width: 599px){.css-j9qmi7{padding-left:0;-webkit-box-pack:center;-ms-flex-pack:center;-webkit-justify-content:center;justify-content:center;}}.css-j9qmi7 svg{fill:#27292D;}.css-j9qmi7 .eagfbvw0{-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;color:#27292D;}