Mergers & Aquisitions

Supporting agencies in meeting their current or future needs.

Looking for a transition or new direction?

The PointeNorth Mergers and Acquisitions team holds one benefit above all—the power of choice. PointeNorth is a well-capitalized acquirer of independent insurance agencies that is looking for partnerships with like-minded agents. Our dedicated team of professionals will lead you through the valuation process and offer a variety of options to make sure that the partnership works for everyone involved. If you decide to become part of PointeNorth, we will support you through the entire transition process.

m&A_work

With You for the Entire Process

Our Mergers and Acquisitions team is dedicated to building a partnership founded on mutual respect and sound business decisions. Learn more about the team and how they can assist you and your agency.

Learn More

Our Mission

PointeNorth Insurance Group was created in Q4/2009 as a vehicle for its expansion beyond its current footprint. It restructured in 2011 to PointeNorth Insurance Group, LLC and realigned
capital structure in late 2012 to enable faster-paced expansion.

35

mergers, acquisitions
or book rolls
since 1996

Capital of a large organization but owned by local independent agents

200+

years' experience

Depth and breadth of products and markets

$50M+

annual revenue in 2022

Key market partners that support our vision

27%

EBITDA
(target operating)

Operational expertise and capacity

Why Partner with PointeNorth?

A proven track record in successful transition and growth management and the scale (projecting $50M+ in revenue in 2022) to leverage the technology and processes necessary to compete
Access to significant capital through our long-term investment partner (pension fund)
Equity available for key participants
Heavily involved in local communities and associations including the PIA of Georgia, SecureRisk, Independent Insurance Agents of Georgia and Alabama, and Council of Insurance Agents and Brokers (CIAB)
Gain cost advantage and scale while maintaining the traditional independent agency culture
Leverage key partnerships, products and tools

The Process

Our Resources

Prospecting

Dedicated transition and talent management

Valuation, analytics and planning

Message and communication management

The Process

Our Business Model

focus

Focus

Merge Books of Business and acquire agencies with a focus on personal lines, small and middle market commercial.

innovation

Innovation

Be innovative in how we bring products and services to our customers.

key

Key Markets

Merge selected acquired business to "key markets".

tech

Technology

Leverage technology and tools to maximize productivity.

connect

Alignment

Align service workflows and processes to technology and book profile.

efficiant

Advantages of Scale

Increased efficiencies from acquisitions, mergers and combined scale fund sales talent development and result in increased organic growth and profit sharing.

Let’s Grow Our Business. Together.

Our Office Locations

PointeNorth Insurance Group was created in Q4/2009 as a vehicle for its expansion beyond its current footprint. It restructured in 2011 to PointeNorth Insurance Group, LLC and realigned capital structure in late 2012 to enable faster-paced expansion.

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Testimonials

Reasonably priced insurance products added with great customer service is a win for me. Also, timely communication from my agent is also a big plus.

Cheryl B.,

Customer since 2012

I've always had any questions answered in a manner I understand. They always have the best solution for me needs.

Customer since 2001

Great customer service.

Customer since 2017

Always returns calls and answer questions personally and professionally.

Jo B.,

customer since 2009

Attention to detail and response time

Nathan B.,

customer since 2020

Very helpful for finding the policy and price I need. A trustworthy company.

Customer since 2019