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LINES OF BUSINESS
Exit & Growth Strategies For:
Commercial Insurance
• Workers' Comp, General Liability, Property, Auto/Trucking, BOP & Contractors
• Umbrella/Excess Liability, Inland Marine, Cyber, Builders Risk, Farm & Flood
Personal Insurance
• Auto & Home
• Renters & Umbrella
Health Insurance
• Individual & Family, Employer-Sponsored
• Medicare Advantage & Supplement
Many insurance agency owners are at a crossroads, considering their next chapter – whether that's a well-planned exit or a strategic pivot for accelerated growth.
Through our expert consulting approach, we guide you and leverage our extensive network to explore all possibilities, ultimately helping you achieve your specific objectives.
YOUR NEXT CHAPTER
We can help. Buyers, partners and investors are ready to consider your ideal exit or growth strategy.
OUR NETWORK
Our
Relationships
Are The Key
Apex Agency Network
Concierge connections to vetted agencies actively seeking acquisitions and mergers.
Apex Investor Network
Concierge connections to qualified capital for M&A opportunities.
Apex Partner Network
Concierge connections to strategic alliances that drive mutual growth.
Talk with an Apex Partner
TESTIMONIALS
What our clients are saying
"We needed advisors to explore both acquisition and partnership options for our agency, and Apex proved to be the only group with the necessary expertise and connections. Within months, Rebecca connected us with an ideal merger partner, providing a lucrative cash outcome and outstanding synergy that has generated significant growth opportunities for us. We highly endorse Apex."
Mike Jakubik
"We've had the privilege and honor to work with Apex over the past few months. Their level of professionalism and honesty is unmatched. They are knowledgeable and helpful with any questions or concerns you might have. Joe is an amazing person to work with for both the buyer and seller on any insurance related transaction. We would highly recommend Apex to ANYONE."
Jason & Stacey Fine
"Apex understands the art of the deal better than anyone in the business. They have long standing relationships in the industry and are highly respected. You will not find better advocates for your insurance business. Give Apex a shot, you'll be happy you did."
Justin Sullivan
"About a year ago, I was considering selling my agency and had the opportunity to meet Joe with Apex. He made the entire process easy and stress-free. Apex found the right buyer, handled the details, and ensured a smooth transaction from start to finish. I highly recommend Joe and Apex—they are knowledgeable, professional, and great to work with."
Bryan Montoya
"Apex was instrumental in the successful sale of our insurance agency. They demonstrated professionalism, deep industry knowledge, and excellent communication throughout the process.
I couldn’t have asked for a better advisory team during such an important transition. Highly recommend!"
Kelly Polakowski