McCombie Group is one of the nation’s preeminent investment banks specializing in representing leading insurance and financial services firms.  We have served as a trusted strategic and M&A advisor to a diverse group of businesses and are proud to be a finalist for two M&A Deal of the Year awards.

  • Insurance Agencies/ Brokers
  • Wholesale Brokers
  • Managing General Agencies
  • Claims Administrators
  • Insurance Technology & Software

Seller Advisory

Vigorously representing owners in the sale of their business to maximize both value and fit

Sale Readiness

Addressing value detractors and executing strategies most valued by the markets to maximize sales price

Management Consulting

Helping middle market  businesses address their most important challenges & opportunities