Partner with Liberty
Is Your Independent Insurance Agency Reaching Its Full Potential?
Build Your Equity and Secure Your Future
We partner with entrepreneurial business owners who want to maintain meaningful ownership, continue to run their business autonomously, have a track record of growth, and desire to scale their business.
Take Care of Your Clients
Our client-first focused approach yields industry-leading retention rates.
Own Equity in a Growing Company
Become a partner and profit share in Liberty's success.
Tailor Your Cash Offer
Tailor your deal based on your goals, with emphasis on giving you cash now.
Discover Our M&A Options
Choose the ownership structure that best fits your goals.
“At Liberty, we don’t just acquire businesses; we cultivate partnerships. Our holistic approach, seamless integration, and transparent culture aren’t just promises— they’re the foundation of our shared success. Join us, and turn your agency’s potential into extraordinary reality.”
Which option is right for you?
Join Liberty
- Continue to lead and run your business
- Gain exposure to new clients and products
- Keep your current team
- Proactive, expert support
Sell your agency
- Sell your business for a price that's worth the time, money, and energy you put into your agency
- Leave your clients in great hands
- Own equity in a growing company
Talk to our M&A team now
Join Liberty
Continue to lead
Continue to lead and run your business with the freedom you value.
Tailor your cash offer
Our M&A team works with you to outline the perfect deal based on your unique goals, with a strong emphasis on giving you cash now.
Expand your reach
Benefit from producer recruitment, talent acquisition, market access, and fold-in capital.
Gain support
Our experts handle the details - from HR, IT, Accounting, Operations, Legal, and more - so you can focus on big wins or well-earned breaks.
Own equity in a growing company
Partner with a multi-award-winning culture driving rapid growth and innovation in insurance.
Join a collaborative culture
Encourages sharing of expertise, carrier relationships, and referrals across the Liberty network.
“Some people are looking for an exit, I was looking to take my business to the next level.
I get the best of both worlds: I don’t have to worry about the admin, tax filing, dealing with expenses, licensing, regulatory stuff, and that frees me up to pursue business, which has been great."
Frequently Asked Questions About Joining Liberty
We prioritize a seamless transition that ensures your clients continue to receive the exceptional service they’re accustomed to. In fact, our high client retention rate of 92% speaks volumes about our commitment to minimizing disruption.
We value your expertise and your team’s contributions. There’s a place for everyone in the Liberty family. We’ll work with you to find the right fit within our organization, ensuring a smooth transition for your team.
Our leadership team is comprised of industry veterans with a proven track record of success. You’ll be working with experienced professionals who understand the unique challenges and opportunities facing independent agencies.
We’ll walk you through every step of the M&A process, ensuring a smooth and transparent experience. You’ll always know what to expect and have the opportunity to ask questions along the way.
We make the integration process easy so you can continue focusing on what you do best.
Click the arrows to see the full timeline >
- Develop integration strategy and plan
- Conduct due diligence
- Prepare for Day 1 readiness
- Establish integration governance structure
- Begin planning for synergies
- Execute Day 1 plan
- Communicate with employees, customers, and stakeholders
- Begin integration of critical functions
- Initiate quick wins and early synergies
- Start cultural integration activities
- Continue integration of key functions
- Implement major systems and process changes
- Accelerate synergy capture
- Deepen cultural integration efforts
- Refine integration plans based on early learnings
- Complete integration of most functions
- Finalize strategy and growth plan
- Realize significant portion of synergies
- Solidify new organizational culture
- Begin transition to business as usual
- Wrap up remaining integration activities
- Capture full run-rate synergies
- Conduct post-integration review
- Transition fully to business as usual
- Plan for continuous improvement
Talk to our M&A team now
Your Trusted Advisers
Executive Leadership Team
Our executive leadership team has over 20 years of experience on average.