Secure Your Financial Future

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DSM Mergers & Acquisitions

We are a Texas based M&A Acquisition and Advisory practice focused on the Independent P&C Insurance Market. Whether you are looking to retire, seeking perpetuation planning or simply exploring options, let’s talk.

Our parent company, DSM Insurance, has been an independent P&C agency since 2008, with our principals offering over 50 years combined experience in the insurance industry. We have successfully worked with a number of agencies creating mutually beneficial solutions for owners, partners and buyers.

What steps have you taken to secure your financial future?

What is your perpetuation plan for your agency?

Do you know the value of your Agency?
Do you want an all-out sale of the business?
Do you want to start a transition strategy that will wind down your involvement in the agency over a few years?
Do you want to focus on Commercial Lines and need a partner to take on the day-to-day operations and service for your Personal Line’s business?
Do you want to focus on Personal Lines and need a partner to take on the day-to-day operations and service for your Commercial Line’s business?

Whatever you seek, we can work with you to achieve it.

SERVICES

TRANSACTIONS

Personal & Commercial Lines Insurance Agency Book of Business Purchase & Partnership – Dallas, 2008
Personal & Commercial Lines Insurance Agency Asset Purchase – Austin, TX 2009
Personal Lines Insurance Book of Business “Carve-Out” Purchase. – Austin, TX 2009
Personal & Commercial Lines Insurance Agency Asset Purchase – Austin, TX 2009
Personal & Commercial Lines Insurance Book of Business Purchase – Austin, TX 2010
Agency Perpetuation Planning & Partnership – Glen Rose, TX, 2011
Commercial Lines Book of Business Purchase & Partnership – Ft Worth, TX 2011

Personal Lines Insurance Book of Business Purchase – Cedar Park, TX 2012
Personal & Commercial Lines Insurance Agency Asset Purchase – Georgetown, TX 2013
Personal & Commercial Lines Insurance Agency Asset Purchase – McKinney, TX 2013
Personal Lines Insurance Book of Business “Carve-Out” Purchase – Dallas, TX 2016
Personal Lines Insurance Book of Business “Carve-Out” Purchase – Dallas, TX 2020
Personal Lines Insurance Book of Business “Carve-Out” Sell – Dallas, TX 2020