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Get a real-time quoteYour Insurance Agency Business Intermediary
Springtree Group is a privately owned insurance agency intermediary based in Carrollton, Texas, built by entrepreneurs to serve entrepreneurs. We specialize exclusively in the insurance space, helping independent agents, brokers, and insurance support companies buy, sell, finance, and grow their businesses.
Our core services combine mergers and acquisitions with tailored financing. On the M&A side, we provide agency valuations, buyer and seller representation, confidential listings of agencies for sale, and guidance through every stage of the transaction. On the financing side, we structure debt and equity solutions for acquisitions, growth capital, and agency funding, using commissions, equity, or hard assets as collateral. We also offer financial performance services designed to strengthen agency profitability and long-term value.
What sets Springtree Group apart is our network and our experience. We partner with nationally known lenders whose products are built specifically for the insurance agency and brokerage community. Our deal flow comes from an in-house research team, outbound outreach, more than 5,000 sell-side intermediaries, and a broad network of consultants, attorneys, CPAs, bankers, private equity groups, and agency owners.
Our team brings decades of hands-on experience acquiring, investing in, and operating insurance businesses, with backgrounds ranging from early-stage ventures to Fortune 50 companies. Because we have built, managed, and sold companies ourselves, we understand what owners face and bring practical, creative options to the table.
Whether you’re planning an exit, acquiring a book of business, or seeking capital to grow, Springtree Group delivers the expertise and connections to get the deal done. Contact us for a complimentary agency valuation.
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Min project size
$50,000+
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Carrollton, TX
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Year founded
Founded 1988
1 Locations
- Carrollton , TX
Service Lines
Industries
- Insurance
- 100%
Clients
- Small Business (<$10M)
- 80%
- Midmarket ($10M - $1B)
- 20%
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Our Story
Springtree Group is a team of entrepreneurs helping entrepreneurs. With decades of experience acquiring, operating, and selling insurance businesses, we understand agency ownership from the inside. Our mission is to give independent agents and brokers the M&A expertise, financing, and connections they need to grow or exit on their own terms. We focus only on insurance and handle every deal with integrity and confidentiality.
Locations (1)
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