Allegent provides Pre- and Post-Transaction M&A  Advisory involving agencies, wholesalers and MGAs through services that include:

  • Finding Buyers and Sellers
  • Valuations 
  • Value Creation and Positioning Strategies
  • Financial Analysis and ProFormas
  • Deal Structuring 
  • Serving As Interim Leadership
  • Serving on Boards
  • Assessing/Restructuring Insurance Company Contracts
  • Company Relationship Management
  • Book Portfolio Analysis and Alignment
  • Assessing/Restructuring Technology and Operations

Please use the "Contact Us" form to request detailed information about the Agency Management Program.

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ALLEGENT M&A ADVISORY SERVICES
The Allegent Agency Management Program (AMP) comprises complementary methodologies and tools covering every aspect of insurance agency/wholesaler/MGA management, including:

  • Value Creation, Growth and Positioning Strategies
  • Financial Management
  • Marketing Outreach
  • Sales Enhancement Programs
  • Customer Service
  • Insurance Company Contracts and Relationship Management
  • Book Portfolio Analysis and Alignment
  • Technology and Operations Assessments and Restructuring
  • M&A Advisory Services

The Agency Management Program comprises policies, procedures, forms, flowcharts, spreadsheets, databases, and training aids that provide  the structure and tools necessary to gain immediate measurable results.  

Please use the "Contact Us" form to request detailed information about the Agency Management Program.

ALLEGENT AGENCY MANAGEMENT PROGRAM
Enhancing  Enterprise  Value
Allegent Advisors provides services to insurance companies...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to insurance agencies ...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to insurance brokers...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to insurance MGAs...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to insurance wholesalers...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to Fortune 500 companies...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to Fortune 5000 companies...strategic governance, risk management, compliance, performance enhancement, M&A
Allegent Advisors provides services to insurance companies..electronic discovery, e-discovery, information lifecycle management, legal lifecycle management
Allegent Advisors provides services to insurance agencies ...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors provides services to insurance brokers...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors provides services to insurance MGAs...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors provides services to insurance wholesalers...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors provides services to Fortune 500 companies...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors provides services to Fortune 5000 companies...electronic discovery, e-discovery, information lifecycle management, legal lifecycle managemen
Allegent Advisors CEO & President, G. Edward Kalbaugh, author of "ESI Handbook: Sources, Process & Technology"
Allegent Advisors CEO & President, G. Edward Kalbaugh, author of "Corporate Investigations & Disputes: LifeCycle Process, Technology & Lessons Learned"
Allegent Advisors CEO & President, G. Edward Kalbaugh, author of "Strategic Governance In The New Economyh: Integrated Strategies and Operational Guidance for Proactive  Boards"