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Insurance agencies seeking strategic acquisition can benefit from a KAI partnership

By May 29, 2020 Blog

Keystone Agency Investors (KAI) partners with independent insurance agencies seeking strategic acquisition.

The last few years have seen an increase in private equity deals occurring left and right. We recognize many owners are not looking to simply sell their agency and walk away. Instead, they seek to reduce their financial burden while continuing to operate their agency and transition it for future growth and success. That’s where KAI comes in.

We provide resources, support, and autonomy to agencies moving through this transition, and we accomplish it in two ways:

Strategic Partnerships

Strategic Partnership keeps you in control while augmenting your agency with service and support that help you remain poised for growth. Owners may consider different financial structures for their acquisition, depending on the level of ownership they wish to retain and length of time they wish to remain at the helm.

You can continue to run your agency, preserve your local identity and prominence in your community while enhancing the resources you bring to your customers through KAI. We also do not require you to change your staffing or agency management system, minimizing cost and enhancing cultural support from within your agency.

We’re backed by a powerful partner with Keystone

In partnership with Keystone, you are supported with services that help position you for more expedient growth and to attract and retain the best talent. We work with you to leverage management best practices, monitor profitability, reduce time spent on licensing and appointments, recruit and build effective sales teams, administer claims, create better carrier marketing plans, and win more commercial business. Your agency will receive an advocate that helps connect you to these services while you also benefit from the intellectual capital sharing of members within the community.

For agencies seeking a growth strategy beyond generating new business, we offer acquisition capital and industry expertise to enhance the valuation and buying process.

Perpetuation Planning

Succession Planning offers financial support and sustainability as you empower the next generation of leadership.

Even with the best mentoring, many perpetuation plans do not come to fruition as individuals are not prepared for the financial burden of assuming full responsibility of an agency. A partnership with KAI helps you alleviate this burden and affords you the opportunity to become part owners in the KAI structure. We only partner with established, high-performing agencies seeking aggressive growth plans, so that everyone benefits.

We are currently seeking agencies located in specific geographic regions.

Don’t sell out – buy into a long-term strategic partnership. If you’re interested in more information on what a KAI partnership can mean for your agency’s future, go to Join Us and submit your interest. We’ll get back to you in 24 hours.