Skip to main content - 01DiscoverSource
- 02Secure evidenceSecure
- 03Due diligenceDiligence
- 01DiscoverSource
- 02Secure evidenceSecure
- 03Due diligenceDiligence
- 04NegotiateTerms
- 05CloseClose
- 06IntegrateIntegrate
Deal sourcing
Build a shortlist you can defend.
Start with your acquisition thesis, then use verified evidence and financial signals to separate real fit from noise.
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- Fit the current thesis
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Active industry: Financial Services
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Industry
Active industry: Financial Services
Industry: Financial Services 2 Business Listings
Showing 2 listings on this page. Sign in to see profitability flags and extended financial filters.
Financial Services$21,900,000
Charlotte, NC, United States Independent property-and-casualty insurance brokerage focused on mid-market commercial accounts in the Southeast. ~$84M in placed premium.
Financial Services$13,600,000
Minneapolis, MN, United States Registered investment advisor (RIA) serving high-net-worth individuals across the upper Midwest. Discretionary AUM of $640M.
Median ask$17.8MAcross visible results Confidence—Average result quality