Even the “typical” acquisition deal for a mid-size insurance agency or brokerage has many moving parts and needs to incorporate a number of financing options to get done.
But when you add real-estate assets to the purchasing mix, completing the financing puzzle can become inordinately more complex.
This was the challenge recently faced by Springtree Group, a Dallas-based firm that finances and consults on agency acquisitions and mergers (as well as acquiring agencies itself).
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