Agency Succession
BE SURE SUCCESSION SOLUTION
Every business needs a succession plan. Let us be yours.
Smith Brothers Insurance is a highly capitalized independent agency. We are proud of our culture, capital resources, and independence, which allow us to work with sellers to create a win/win succession plan, ensure a transparent integration, and be a sustainably relevant company.
Why Smith Brothers?
“We work with all sellers to tailor terms to result in win/win. This includes talking through down payments, earn out, growth, and equity. There is no generic or cookie cutter approach. If our culture and people lean a seller towards us as “buyer of choice”, then the terms will be designed for win/win”.
~Joe Smith
This tool helps identify and prioritize the key factors contributing to a successful and holistically sound deal. It focuses on evaluating where, what, and to what extent each element influences the overall outcome, streamlining decision-making and highlighting the most strategic opportunities.
Smith Brothers Insurance M&A Activity
Smith Brothers Insurance Acquires Moscato & Associates
Glastonbury, CT – Smith Brothers Insurance LLC has announced the acquisition of Moscato & Associates, effective August 1, 2025. Moscato & Associates, an independent agency specializing in Employee Benefits, Individual Health, and Medicare, will maintain their...
Smith Brothers Insurance Acquires Charter Oak Agency
Glastonbury, CT – Smith Brothers Insurance LLC has announced the acquisition of Charter Oak Agency, effective July 1, 2025. Charter Oak Agency, an independent insurance agency with offices in Westport and Derby, CT, will retain these locations, further strengthening...
J.A. Mariano Agency Joins Smith Brothers Insurance
Glastonbury, CT – Effective May 1, 2025. Smith Brothers Insurance, LLC announces the addition of the J.A. Mariano Agency, an independent insurance agency in Rosenhayn, NJ, to the team. Smith Brothers Insurance, with its headquarters at 68 National Drive, Glastonbury,...
Joe Smith | JSmith@SmithBrothersUSA.com
Brian Ravenelle | BRavenelle@SmithBrothersUSA.com
Jared Carillo | JCarillo@SmithBrothersUSA.com
LOCATIONS
| 38 Security Drive Avon, CT 06001 860-652-3235 |
68 National Drive Glastonbury, CT 06033 860-652-3235 |
1110 Boston Post Rd Guilford, CT 06437 203-458-4000 |
| 501 Main Street Suite 101 Monroe, CT 06468 203-268-9999 |
127 Norwich Rd Plainfield, CT 06374 860-564-3315 |
26 Clark Ln Waterford, CT 06385 860-652-3235 |
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1720 Post Road East, Suite 222
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1123 Main Street Willimantic, CT 06226 860-652-3235 |
363 So Center Street |
| 53 Dilla Street Milford, MA 01757 508-473-4045 |
182 Main Street, Suite 202 Northampton, MA 01060 844-923-7873 |
300 Main Street Oxford, MA 01540 508-987-0333 |
| 595 Haddon Avenue Collingswood, NJ 08108 800-220-3434 |
| 14 Columbia Circle, Suite 204 Albany, NY 12203 518-477-5150 |
950 Danby Road, Suite 102 Ithaca, NY 14850 607-216-1450 |
6 McMaster Street, Suite 2 Owego, NY 13827 607-687-3444 |
| 300 Plaza Drive Vestal, NY 13850 607-754-1411 |
418 Waverly Street Waverly, NY 14892 607-565-2872 |
| 68 National Drive Glastonbury, CT 06033 860-652-3235 |
| 1110 Boston Post Rd Guilford, CT 06437 203-458-4000 |
| 501 Main St, Monroe, CT 06468 Surety | Suite 2D | 203-445-8388 Business & Personal Insurance | Suite 101 | 203-268-9999 |
| 377 Main Street Unit 103 Niantic, CT 06357 860-652-3235 |
| 127 Norwich Rd Plainfield, CT 06374 860-564-3315 |
| 363 So Center Street Windsor Locks, CT 06096 860-652-3235 |
| 26 Clark Ln Waterford, CT 06385 860-652-3235 |
| 229 Main Street Milford, MA 01757 508-473-4045 |
| 182 Main Street, Suite 202 Northampton, MA 01060 844-923-7873 |
| 300 Main Street Oxford, MA 01540 508-987-0333 |
| 70 Tanner Street Haddonfield, NJ 08033 800-220-3434 |
| 6 McMaster Street, Suite 2 Owego, NY 13827 607-687-3444 |
| 14 Columbia Circle, Suite 204 Albany, NY 12203 518-477-5150 |
| 300 Plaza Drive Vestal, NY 13850 607-754-1411 |
| 418 Waverly Street Waverly, NY 14892 607-565-2872 |
The information provided on this website is for general informational purposes only and does not constitute insurance advice. Coverage cannot be bound, altered, or canceled via this website, or online forms. Please speak with a licensed agent for specific coverage guidance.