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Capstone Mergers & Acquisitions |
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Created through our traditional search practice, Capstone Search Group’s Mergers & Acquisitions division is designed to introduce firms interested in buying or selling varied insurance product lines throughout the country. Whether through individual books of business, teams, or entire companies, an acquisition can come in many forms. Our philosophy is to bring about meaningful conversation between parties that share one common goal: to grow in ways that promote profitability, diversity and sustainability. Our expertise in Mergers and Acquisitions is a result of our ability to identify and react to opportunities in the marketplace. Every buyer’s goals are different and every seller’s circumstances are unique. Our clients often cite the following reasons for starting the M&A process:
Utilizing Capstone’s M&A practice means exploring opportunities to perpetuate your business in a unique way. We are insurance experts and capitalize on our national placement practice to target companies with similar industry characteristics. Unlike a broker, we confidentially research the marketplace without the aid of online listings. We provide advocacy, education and assistance throughout the process to facilitate effective communication. Whether buying or selling, if you’re considering a merger or acquisition we invite you to contact Mary Newgard, AU at 515-273-2990 or mnewgard@insurance-csg.com.
Here are some links to helpful articles related to Mergers and Acquisitions:
"The Fastest Road to Overpaying for an Agency" by Kevin W. Smith, CPA, featured in Rough Notes magazine
"M & A Seen Dominating Life Insurance Industry" by Gary S. Mogel, featured in InvestmentNews
"How to Build Value into a Merger" by Walter E. Shill and David W. Mackenzie, featured in Outlook Journal
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