THERE ARE CLEAR ADVANTAGES TO PARTNERING WITH THE TOP-RANKED M&A ADVISORY FIRM
From preparation to deal negotiation, Brightfield Capital Management LLC’s team of expert M&A advisors work with insurance brokerages firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process aligns your strategic objectives with a focus on maximizing value. Choose a trusted Brightfield Capital Management LLC M&A advisor to ensure you have the necessary tools to take the next step.
Sell Side M&A Advisory Services
CREATING VALUE MAY BE THE MOST IMPORTANT FACTOR FOR A SUCCESSFUL BUSINESS
The decision to sell or perpetuate your agency or firm can be difficult. Knowing the buyers and finding the right fit is part of the magic at Brightfield Capital Management LLC. You get the most experienced and #1 ranked M&A Sell-Side advisory team in the insurance industry.
Brightfield Capital Management LLC will help you navigate the decision and the process with a balanced combination of quantitative and qualitative analysis to maximize the return on all those years of hard work.
Brightfield Capital Management LLC Helps You:
- Understand what your firm is worth
- Assess if/when you should sell your firm
- Evaluate options to transfer ownership within your firm
- Ensure there is a plan in place after the deal.
Buy Side M&A Advisory Services
ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.
Acquiring an agency can be a means to drive growth, create opportunities and leverage economies of scale. Brightfield Capital Management LLC’s M&A Buy Side Advisory services bring you intrinsic expertise and market reach you can’t get on your own. Contact Brightfield Capital Management LLC for acquisition consulting and advisory services for insurance brokerages and wealth and retirement plan advisory firms.
Buy Side M&A Advisory: TIME TO ACQUIRE
Growing your firm through acquisition requires a keen understanding of market conditions and trends. Brightfield Capital Management LLC is the trusted buy side advisor you need for finding the right agency to achieve your growth goals.
Brightfield Capital Management LLC Helps You:
- Develop strategic rationale for acquisition
- Identify economies of scale and analyze book of business to determine profitability
- Structure the deal with accurate agency valuation
- Find the right agency fit
- Position your firm as a buyer; ensure Due Diligence and Quality of Earnings are included
- Leverage debt to acquire the firm and grow your business
- Complete the closing
- Develop Continuity Planning and Business Integration for post-deal management
Financial Due Diligence
Providing buyers with unique due diligence insights to make informed investment decisions.
With over 565 diagnostic and confirmatory due diligence projects since 2004, Brightfield Capital Management LLC’s history of working with insurance and financial services firms provides clients with a unique perspective on the complexities of these markets. Serving as an extension of your acquisition team, Brightfield Capital Management LLC advisors ensure your acquisition targets align with your business goals. This approach provides confidence and helps guide buyers through successful transactions.
Brightfield Capital Management LLC’s financial due diligence framework expands beyond the verification of financial information, to the identification of risks, and issues to be addressed in the definitive agreements.
Quality of Earnings
A ground up approach to assess the sustainability of the acquired firm.
Revenue Testing
A custom testing strategy with results that are more comprehensive than other due diligence providers.
Revenue Analysis
Details analysis of recurring revenue and organic growth to understand books of business and create projections.
Working Capital
An analysis and presentation of working capital for the proposed deal structure as well as the identification of potential undisclosed liabilities.