Undoubtedly, COVID-19 has changed many aspects of our daily lives, but has it changed the value of your business? Find out how MidCap helps clients evaluate the risks and
opportunities in these uncertain times.
Guiding You Through the Insurance M&A Maze
MidCap brings firsthand insurance industry experience to advising insurance services companies through complex M&A transactions. We focus on clarity, discipline, and informed decision-making at every stage.
MidCap was born out of an insurance brokerage, giving our team firsthand experience operating within the industry. We understand how insurance businesses are built, run, and evaluated, and we know how to work effectively with management teams because we have been in their position.
Because we conduct diligence across a broad range of insurance transactions, we maintain a clear, current view of what is acceptable in today’s marketplace—and what is not. That insight allows us to anticipate issues early, focus on what truly matters, and guide clients through the process with confidence.
MidCap Advisors specializes in M&A for the full insurance landscape — including agencies, brokerages, MGAs, TPAs, claims and admin services, specialty distributors, and insurtech companies. We understand the sector-specific factors that drive value, from recurring revenue and retention to program/carrier relationships, technology differentiation, and scalable operating models. Our role is to position your business clearly, run a competitive and confidential process, and help you choose the transaction structure that best fits your goals.
We cultivate enduring client relationships grounded in trust, discretion, and deep insurance and insurtech expertise. You’ll partner directly with senior advisors who remain hands-on throughout every stage of your journey.
We bring rigorous attention and thoughtful stewardship to every mandate. Whether your timeline is near-term or years away, we help you navigate decisions with clarity, confidence, and long-range perspective.
We guide owners of insurance businesses to the optimal outcome — sale, merger, recapitalization, or partnership. Our process is disciplined, confidential, and market-driven, designed to secure exceptional value and fit.
P&C
Employee Benefits
Life & Annuities
Wholesale / Specialty Brokers
MGAs / MGUs
Program Administrators
TPAs
Insurtech
Just like in your business, our people are what make us great
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
From
MidCap Advisors LLC
675 Third Avenue, 28th Floor New York, NY 10017
Contact
Undoubtedly, COVID-19 has changed many aspects of our daily lives, but has it changed the value of your business? Find out how MidCap helps clients evaluate the risks and
opportunities in these uncertain times.
Learn about MidCap’s Transaction Roadmap – how we work with our clients at all phases of the process, and why the most important step could be the one you take now, even if a potential sale is in the distant future.
Find out how the MidCap team found hidden value and helped agency owners achieve outstanding returns in these unique transactions.
Download our latest analysis on The Impact of Interest Rates and Capital Gains Tax on Net Proceeds for Insurance Agency Owners.
Currently in its 90th year of operation, PMA provides commercial and personal lines customers risk management solutions.
“EMG retained MidCap to identify a qualified buyer with the ideal cultural fit while maximizing enterprise value,” said Douglas Hendrickson, Partner at MidCap, who led the deal team along with MidCap Vice Presidents Brandon Bisack and Michael Gorlick, and Analyst Gabriella Walker. “The ideal buyer had to respect EMG’s entrepreneurial vision to operate independently and retain its full staff while availing itself of the advanced technological resources and elevated marketing opportunities an acquisition could provide. SMS checked all the boxes.”
SMS represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance in all 50 states. The firm was founded in 1982 and joined parent firm Alliant Insurance Services in 2020.
The leading national BGA to benefit from well-established insurance platform’s proprietary technology, marketing capabilities, and top carrier solutions. EMG, founded in 1972 as a Texas-based brokerage firm, assists financial advisors in navigating the insurance marketplace by locating the right products for their clients.
The BGA supports a national network of more than 3,000 agents across all 50 states. The Company offers life insurance plans, critical illness, long-term care, disability, travel, dental insurance as well as annuities, group benefits, life settlements and Affordable Care Act (ACA) plans. SMS represents top Medicare Supplement, Medicare Advantage, annuity, life, long-term care, and travel insurance in all 50 states. The firm was founded in 1982 and joined parent firm Alliant Insurance Services in 2020.
Senior Market Sales® (SMS), one of the industry’s premier insurance marketing organizations (IMOs), has acquired EMG Insurance Brokerage, one of the oldest and most well-respected IMOs in the country. SMS President Jim Summers touted the new partnership as a major win for SMS and parent company Alliant Insurance Services as they build a network of companies that work together to grow, spark industry innovation and impact advisors’ and their clients’ lives.
“EMG joins a network of acquired partners who celebrate individual entrepreneurship while fostering collaboration — that’s a unique and exciting culture,” Summers said. “At a time of rapid consolidation in our industry, we’re not just expanding to get bigger. We’re carefully selecting strategic partners who can help us achieve our vision of building the premier health and wealth distribution network in the industry.”
