Qualified & Experienced Business Broker with Specific Expertise in the Transfer of Agencies.

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why choose us?
We come highly recommended by respected individuals in the Massachusetts Insurance Agency Mergers & Acquisitions industry. We provide serious, qualified, well-financed, responsive, and experienced buyers. Also, we know first hand that a good dose of humility and gratitude go a long way. With that said, we vet all of our buyers first so you can be confident in selling to a “good person” or “good people” all the way around. By working with us, you can rest confident knowing you have a qualified, experienced business broker with specific expertise and proven track record on many deals, in the transfer of insurance agencies in Massachusetts. 617.312.5655 or 617.292.2022.

What We Do

Some information of how I work: What I will do with and for you when you are ready: I will take you through my Maximized Agency Value™ Process which consists of 5 Steps: Step 1. Professional market valuation of your book of business and present various payout scenarios. Present to you the number and explain […]

Why Choose Us

Here are a few reasons why NESG Insurance Mergers & Acquisitions Brokerage stands out from the competition: All conversations and documents are held in the strictest confidence. We provide an objective market valuation of your agency based on similar sales criteria. No pressure. No charge for consultations. Our fee is paid by the acquiring firm. […]

Services

What I will do with and for you when you are ready: Perform a market valuation of your book of business and present various payout scenarios. Establish the acceptable price and terms with you based your needs and comfort level. Delivering an “above market offer” from a qualified buyer(s) that meets or exceeds your expectations […]

Recently Completed Transactions

Completed Transactions: Louis L. Pinn Insurance Agency, Lowell. Westford Insurance Agency, Westford. Beacon Insurance Group, Salem. Volunteer Insurance of Littleton, Littleton. Gleason Insurance Agency, Tewksbury. Connolly Insurance Agency, Peabody. Auburn Insurance Agency, Lexington. TKO Westfield Insurance Agency, Westfield. Greene Insurance Agency, Marblehead. M.R. Shaw Insurance Agency, Salem. Fredericks Insurance Agency, Osterville. Edward A. Grazul Insurance […]

Our Blog

9
Aug
Jim Infantino
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ADVERSITY

Adversity introduces us … to ourselves.

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9
Aug
Jim Infantino
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A NOTE FROM AN AGENT I HELPED

“Thanks to your guidance, my agency landed in good hands … as you could tell, my confidence in your professionalism grew each day.  By all means, I will provide a very good reference for you to other agents.  I would prefer to speak with them personally to be more effective.  Sometimes, they just want to […]

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9
Aug
Jim Infantino
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A NOTE FROM AN AGENT I HELPED

“Just wanted to say hi and to tell you again how much I appreciate your involvement in the successful sale of my agency.  Without you, my life would not be as good as it is, thanks.   You truly are my friend and a respected professional.”  

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9
Aug
Jim Infantino
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BUSINESS GRATITUDE

Gratitude is inextricable linked with Thanksgiving. A recent study by Bersin & Associates underscores the bottom-line implications of saying thank you in the workplace. It reveals that companies that “excel at employee recognition” are 12 times more likely to enjoy strong business results. If you aren’t already a believer in the thank you economy, just […]

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9
Aug
Jim Infantino
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HUMILITY

Some narcissistic business leaders are treated like rock stars. But leaders who are humble and admit mistakes outshine them all.  Be Humble and Appreciative.   Jack Walsh said, to possess self confidence and humility at the same time is called maturity.  Humility is the personal honesty that you, as the leader, do not know everything […]

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9
Aug
Jim Infantino
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HUBRIS

Overbearing pride evidenced by a superior manner towards perceived inferiors. It’s an age-old human failing: Pride Goeth Before the Fall.  Arrogance, excessive confidence. In ancient Greece, Hubris referred to actions that shamed and humiliated the victim for the pleasure or gratification of the abuser.  As for pleasure in hubris, its cause is this: naive men […]

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9
Aug
Jim Infantino
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GOODWILL

GOODWILL: is an intangible asset that arises as a result of the acquisition of one company by another for a premium value. The value of a company’s brand name, solid customer base, good customer relations, good employee relations and any patents or proprietary technology represent goodwill. by Investopedia.

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14
Apr
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Transparency

While it might appear on the surface that transparency is nothing more than telling the truth, sometimes telling the truth is hard. In general, we don’t like to let people down or admit mistakes, and transparency is about putting our unguarded self out there. But embracing transparency will help us be more open, honest and […]

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30
Dec
mwendling
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Three Strikes to Lower Agency Value

From Insurance Journal In the past year or so there have been some notable acquisitions of agencies that were pushing the agency value envelope. For some cases, banks were making their platform acquisition and thus willing to pay top dollar to their first acquisition of a large, well-run firm. In other cases, publicly traded firms […]

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30
Dec
mwendling
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The Challenge of Perpetuation

By Insurance Journal Agency principals are getting younger, but not fast enough. A recent analysis found that of the 2,700 principals in Independent Insurance Agents of Texas (IIAT) member agencies, 5 percent were under 35. While that doesn’t seem impressive, it is better than the paltry 1 percent of the principal population that fell into […]

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