Plan Your Succession Like You Planned Your Success
Let us help you get started today!
Our team makes the succession process
efficient and profitable!
DOXA has emerged as a positive succession alternative, one that expands, rather than changes or disrupts, your legacy. After years of hard work and countless hours spent building the business, we know how important it is to preserve the organization and to leverage the intellectual capital you and your experienced team bring to the table.
We focus exclusively on privately-held MGAs and specialty wholesale distributors that have a deep understanding of their niche within the insurance industry. Specifically, we partner with owners who are looking to minimize back-office distractions, utilize capital investments and aspire for ongoing economic participation and autonomy. DOXA also seeks owners who value thoughtful succession planning, future financial and scheduling flexibility, but on their terms and timeframe. Tell us about your business so that we may help your legacy of success continue and write the next chapter of your career.
6 Reasons Why DOXA is Your Succession Solution
- Fully transparent transaction process
- Small, effective team approach
- Maintain your brand identity
- Alleviate administrative burden
- Implement proven sales & marketing best practices
- Achieve greater growth and profitability
Our Ideal Acquisition Candidate
- Industry expert within their niche market
- Proven track record of stability and continuity
- Privately-held, small- to medium-size agency with less than $200 million in premium sales
- 5+ years of experience
- Underwriting Letter of authority from its carrier partner, in addition to policy issuance, sales, and marketing responsibilities
DOXA INSURANCE HOLDINGS
Rob Pearlstein
Head of Mergers and Acquisitions
Rob joined DOXA after working on Wall Street as an investment banker. He was personally involved in more than 30 acquisitions and closed in excess of $1 Billion in aggregate deal value in the insurance industry. As the Head of M&A, Rob is responsible for driving DOXA’s continued expansion through identifying and executing accretive acquisitions.
Kyle Elliott
Vice President of M&A
As the VP of M&A at DOXA Insurance Holdings, Kyle jointly utilizes his experience in private equity and insurance industries, which spans over 16 years, to help business owners successfully transition their business.
