BUYER POOL ANALYSIS
Selling a insurance agency to Private Equity / PE-Backed Roll-Up buyers
Private equity firms and PE-backed platform consolidators acquiring for roll-up, add-on, or platform plays. Pricing tends to lead the market for fee-viable scale, with multi-bidder competitive processes above the EBITDA floor.
Quick answers
- How many disclosed transactions?
- 13 deals total (13 from 2018+), filtered to Private Equity / PE-Backed Roll-Up acquirers of insurance agency businesses.
- Most active buyers
- KKR (2) · Bain Capital (led $2.1B funding round) (1) · Leonard Green & Partners / Hellman & Friedman (minority investment) (1) · GI Partners / Summit Partners / Morgan Stanley (1) · Stone Point Capital / Clayton, Dubilier & Rice / Mubadala (1) · Stone Point Capital (1)
- What would this buyer pool pay for my business?
- Run the ExitValue.ai calculator to see your insurance agency priced against the 13 disclosed private equity / pe-backed roll-up transactions in this segment. The engine surfaces the specific multiples that apply to your size, margin, and growth profile.
Recent disclosed deals
Private Equity / PE-Backed Roll-Up acquisitions of insurance agency businesses with named target and named acquirer.
| Year | Target | Acquirer |
|---|---|---|
| 2025 | Acrisure (Capital Raise) | Bain Capital (led $2.1B funding round) |
| 2025 | Hub International (Minority Investment) | Leonard Green & Partners / Hellman & Friedman (minority investment) |
| 2024 | Patriot Growth Insurance Services (Capital Raise) | GI Partners / Summit Partners / Morgan Stanley |
| 2024 | Truist Insurance Holdings (TIH) | Stone Point Capital / Clayton, Dubilier & Rice / Mubadala |
| 2024 | USI Insurance Services (Additional Investment) | KKR |
| 2023 | Stone Point Capital stake in Truist Insurance Holdings | Stone Point Capital |
What this buyer pool prices for
Private equity acquirers price for scale and roll-up arbitrage. They pay up for businesses that fit a platform thesis - recurring revenue mix above 30%, technician/professional depth, clean financials, and a management layer that survives integration. A insurance agency that fits the platform thesis prices materially above what an individual buyer would pay because PE is buying a platform piece, not an owner-operated shop.
Methodology note
Deal flow shown reflects disclosed M&A transactions in the ExitValue.ai database, filtered to insurance agency businesses acquired by private equity / pe-backed roll-up buyers. Deal counts shown reflect deals with disclosed financials only - total transaction count for this buyer pool is typically 2-3x larger. The valuation engine reveals the specific multiples that apply to your business when you run the calculator above. Full methodology
What's your insurance agency worth to private equity / pe-backed roll-up?
12-input M&A-grade workup with sellability score, named comparable deals, and AI-written commentary. 2 minutes.
- ✓Sellability score with 5-driver breakdown and lift estimates
- ✓Named comparable M&A transactions in your sub-vertical
- ✓AI-written analysis grounded in your specific inputs
Engine-grounded estimate. Comparable private equity / pe-backed roll-up deals on the full results page.
More on insurance agency valuations
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- Value a insurance agency· run the calculator
- Insurance Agency median multiples· real-deal benchmarks
- Who buys insurance agency businesses?· active buyers
- Recent deal: Newfront Insurance· comparable transaction
- Who acquired Newfront Insurance?· buyer profile