IIF2 is focused on helping high-performing, independent Insurance agencies in North America that wish to internally perpetuate their organizations.

These agencies commitment to independence stems in part from the belief that their clients’ best interests are better served by smaller, relationship-oriented agencies.

Independent Insurance agencies are often committed to legacy ownership because the team that helped to make the agency a success was hired and retained, at least in part, on the expectation of future ownership and deserve a chance at ownership.

Limited access to capital

Lack of readiness to service debt

Individual timing - ready sellers and willing buyers

Competing Private Equity buyout alternatives

A reasonable alternative as a bridge to remain independent

An aligned partner in agency performance and objectives

Availability of consulting and advising resource that enhances agency growth and value

Maintain independence in operations and management

Equity rather than debt finance: Avoid debt covenants, bank interference, credit approval, capital constraints

Cash at close for seller

Orderly and workable repurchase by next generation owners tailored to suite their readiness, timeline, capacity and valuation considerations

Provides a unique perpetuation option to remain independent