The Trusted Advisor to the Nation’s Leading Insurance Brokerages
Whether you’re trying to grow, perpetuate, value, sell, or raise capital for your insurance brokerage, we have the expertise to help you reach your goals.
Reagan Consulting provides M&A advisory, capital raising, valuation, growth consulting, perpetuation planning, and industry research to the nation’s leading insurance brokerages.
WHAT WE DO
As an insurance brokerage, you shouldn't have to navigate complex challenges all by yourself. You deserve a trusted advisor who has deep industry expertise and your best interest at heart.
With over 30 years of experience in insurance distribution, we've helped thousands of insurance brokerages—including many of the top 100 firms—grow their businesses, plan for long-term success, navigate a complex problem, raise capital, or value and sell their firm.
Our Services
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-Strategic Business Planning
-Growth Strategy Development
-Executive and Producer Compensation Analysis
-Industry Benchmarking
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-Fair Market Valuation
-Valuation Estimates & Analysis
-Ownership Perpetuation Planning
-Equity Incentive Plan Development
-Leadership Succession Planning
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-Sell-Side Advisory
-Buy-Side Advisory
-Debt & Equity Capital Raise
-Mergers
-Due Diligence
ABOUT US
Your goals are our goals.
When your advisor “gets” your business and industry inside out, amazing things happen. We build lasting relationships with our clients, taking a big-picture view of your business goals with every project.
Recent Transactions
Simply put, we’re expert advisors on transactions in the insurance brokerage industry, helping to complete many of the largest and most complex deals in the industry.
How It Works
Working with us is simple. The results are anything but.
1. Learn & Discern
Every insurance brokerage has unique needs and challenges. We take the time to understand you, your firm, your team, your market, and your goals.
2. Strategize & Advise
We’re solutions-agnostic, meaning we don't try to force our clients down one path. Based on your unique situation, we’ll help you choose the best way forward and customize a holistic approach.
3. Implement & Execute
Whether you're trying to grow, perpetuate, value, sell, or raise capital, our team of industry experts will guide you through the process so you can achieve your goals.
Sign up for ReaganView, our occasional newsletter providing a seasoned perspective on issues, trends, and opportunities in the insurance distribution industry.
Packed with practical tips and expert insights, ReaganView is the most valuable email in the industry.
Sign up for our Growth & Profitability Survey (GPS) and Get Real-time Benchmarking Data for Your Firm
The Growth & Profitability Survey is the industry’s premier source of real-time data for insurance brokers. Many of the industry’s leading firms rely on the data each quarter to benchmark their results and assess their performance.
All interested agencies can participate
It’s free (simply fill out a 15-min survey each quarter)
Results are 100% confidential
