Calder is representing a buyer looking to acquire an insurance or property management business.
The ideal target is generating $1M+ in revenue and is in Arizona, Tennessee, Colorado, California, North Carolina, Nevada, or Georgia.
Acquisition Criteria
Buyer Background
Our client is an innovative real estate and financial technology company seeking to acquire and grow an insurance agency or property management firm to vertically integrate. Backed by leading institutional and venture investors, the company has built a national platform focused on helping homeowners build long-term wealth through proprietary real estate and financial solutions. Its leadership team brings decades of experience in executive leadership, technology, real estate, mortgage finance, investing, corporate development, and acquisitions, with a proven track record of building, scaling, and financing businesses.
As a long-term owner, our client is committed to preserving the strengths that have made a business successful while providing the resources to accelerate its next stage of growth. The company values continuity, trusted customer relationships, and the experience of existing employees, and intends to maintain the acquired business as a strong standalone operation supported by additional capital, technology, and strategic capabilities. With a philosophy centered on stewardship, innovation, and long-term value creation, our client is seeking to build upon an owner’s legacy while creating new opportunities for employees, customers, and the business for years to come.
If you are interested or know of a potentially interested party, please fill out the confidentially connect form.