Insurance Distribution Banking
For over two decades, we have supported independent insurance agencies and brokers with an unwavering commitment that continues to grow. As the bank of choice for 30 of the top 100 property and casualty brokers in the U.S., we have a proven track record of providing the resources and expertise that agencies need to thrive.
A dedicated team with extensive industry experience
The last 10 years have brought significant changes to the competitive environment, including:
Rapid consolidation driven by both public and private equity investors
Increased enterprise valuations
An interest rate environment that raised the cost of capital to levels not seen since the turn of the century
We know how to navigate the complexities these changes can create, and we can provide creative strategies and custom financial solutions to help you maintain a competitive advantage.
Our comprehensive solutions are tailored to your evolving needs
Using a consultative, value-added approach, we work as a unified team to deliver smart banking solutions that help agency owners execute their vision.
M&A Advisory
A dedicated M&A team with the ability to provide clients with sell-side, buy-side, minority capitalization, structured equity raise, and growth equity raise advisory service.
Corporate Advisory
Customized Corporate Advisory solutions for companies considering their strategic options which may include acquisitions, recapitalizations, an Employee Stock Ownership Plan (ESOP) or an outright sale.
Treasury Management
Tailored treasury, payments, and liquidity package supported by a superior digital banking platform and comprehensive reporting.
Private Wealth
Sophisticated investment banking and wealth management services, including succession, estate planning, and shareholder loans to help perpetuate to the next generation of ownership.
Raising Capital
With a full range of lending products, we help companies access the funds needed to support their growth. And as their needs evolve, we partner with capital raising specialists from BMO Capital Markets.
Insurance Distribution Banking Experts
Find out how we can put our decades of experiences with independent insurance agencies and brokers to work for you.
