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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, DSM Insurance, 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?

  • 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
  • Personal Lines Insurance Book of Business “Carve-Out” Purchase – Dallas, TX 2020

  • Personal Lines Insurance Book of Business “Carve-Out” Sell – Dallas, TX 2020

DSM Mergers & Acquisitions

Speak With An Advisor Today at 214-912-7889
or Email Us and we’ll quickly respond to confidentially discuss your situation.