BridgeStar Strategic: A Division of Central Manhattan Agency, Inc.
You built something real. Something valuable. And you are looking to exit! That's what we help you do.
Register with the BridgeStar Network In Order To Receive Your Strategic Match → Schedule a Call →"Mergers and Acquisitions" can sound intimidating. It might call to mind Wall Street, corporate lawyers, and deals that happen between companies you see on the news. It can feel like something that exists for the big players — not for the independent agency owner who has spent many years building a book of business one client at a time.
We want you to know something important: it is for you.
Gary Leonardi has more than 25 years of hands-on experience working in the insurance industry. He understands carrier relationships, renewal cycles, commission schedules, and the value of the trust built with clients.
If any of the following resonates, a conversation with BridgeStar Strategic is worthwhile.
You've given the industry decades of your career. You're ready for a change. We can help with your retirement exit.
Maybe you're considering joining forces with a larger agency to get access to more carriers, more products, and more support — while continuing to serve your clients. A sale or merger could actually expand what you can offer.
We can help facillitate your sale so that your business continues its legacy and you can exit.
The process of selling a business can seem overwhelming if you've never done it before. We walk you through the steps, in plain language, at your pace.
Whether your book is $500,000 or $5 million, the years you put into building it deserve the same level of professional care and attention as any enterprise-scale transaction.
Whether you're aiming to start a new venture, focus more on another one of your existing ventures, or pivot to something related, an exit strategy could help propel you towards your goals.
Buyers are looking for what you have built. Large regional agencies, private equity-backed roll-up platforms, and national insurance groups are actively seeking to acquire well-run small agencies with loyal client books.
Why? Because it's faster and more cost-effective for them to acquire an established book of business than to build one from scratch. Your existing client relationships, carrier appointments, and renewal revenue are genuinely valuable assets that sophisticated buyers actively seek.
Well-run agencies with loyal client bases attract serious interest from multiple buyer types. The market for quality books remains competitive.
We keep it simple with a straightforward process designed around your comfort level.
You call us, or we call you. We have a conversation about your agency, your situation, and what you are thinking about.
With 25+ years of insurance industry experience, we understand what makes your book attractive to buyers.
We leverage our network to identify qualified buyers who are looking to acquire. We proceed with introductions to match qualified buyers with you.
We remain available throughout due diligence, negotiation, and closing to help smooth the process.
M&A simply means "Mergers and Acquisitions" — a formal term for what is, at its core, the process of selling your business. We will help explain things in insurance terms as well so that you can have a process more suited to your comfort level.
No. We specialize in agencies with books of business between $500,000 and $10 million in annual revenue. This is one of the most active segments of the market right now. There are serious, well-funded buyers looking for what you have built.
That is a perfectly normal place to start, and it's why we offer a free initial call. Many owners who were "just curious" ended up making decisions that were the best of their careers.
Gary Leonardi
Founder & President
"I have spent more than 25 years in the insurance industry — working with agencies large and small, understanding the day-to-day reality of what it means to build and maintain a book of business. I know the difference between a renewal that feels like a given and one that keeps you up at night. I know what carrier relationships really mean and how hard they are to build.
When I work with a small agency owner who is thinking about their next chapter, I aim to help them with their exit strategy.
That is why I started BridgeStar Strategic. Call me. Let's have a conversation!"
A call with BridgeStar Strategic can help you explore what your options are for selling your agency.