Insurance Merger
Specialists PARTNERS

Nichols Cauley and Associates

Nichols Cauley and Associates (NCA) is proud to be a strategic partner with IMS. We are a full service financial services and consulting firm based in the Southeast. With more than 200 team members in 9 offices, the firm is ranked by the AICPA as one of the largest 300 accounting firms in the United States.

Our professional team includes professionals with designations including:

Certified Public Accountants
Certified Financial Planners TM
Certified Valuation Analysts
Certified Information Systems Auditor
Certified Internal Auditor

Our goal is to help parties on either the buy or sell side of a transaction navigate the financial complexities of the Merger and Acquisition (M&A) process. Using a proven roadmap, the NCA team will work to ensure an efficient and predictable transaction. The initial step in our process requires an assessment of ownership’s business and personal goals (both short-term and long-term) and the strategic direction of the business.

These insights will provide the foundation for an M&A roadmap that will assist our client:

1. Find the right fit
2. Tell the right story
3. Facilitate the right agreement
4. Integrate the right way

By following this roadmap, we are able to assist target the best buyers or sellers in the marketplace. Once the best audience has been identified, we use multiple sources of communication and media to put the financial and operational strength of the organization on display, drawing from our experience to ensure the audience is both interested and is provided the information needed to make sound decisions.

This leads to an efficient and transparent process for both parties and creates a win-win environment to reach an agreement. We also assist with creating an effective integration strategy to efficiently blend people, operational systems and processes, management philosophies, and cultures into one cohesive business.

Our professional are there every step to help ensure buyers and sellers alike minimize hassle and maximize value.
NCA’s M&A transaction support services include:

Business Valuation Consulting
Financial due diligence (accounting, financial, operations, cash flow analysis, etc.)
Transaction structuring that helps maximizes the company’s growth, competitiveness, and profitability
Evaluation of operational and financial challenges
Advice on the structure of entities to achieve desired financial and tax outcomes
Introductions to investment bankers, private equity, and other financing specialists
Enterprise Risk identification and mitigation strategies
Post-transaction activities

Visit Nicholscauley.com

Satisfied Customers Say It Best

Ladd Bratcher

President

Greg and Amanda Hicks have assembled a team of professionals with a turnkey process. They walk you through the complicated details of the purchase or sell of an agency. I have endorsed Insurance Merger Specialists , LLC for my network of agencies. I highly recommend you give them a call.

Insurancemartinc.com | msinsalliance.com

Steve Kauger

CEO

My agency may not be the biggest, but when it came to selling, I was not sure how to handle it. Greg and Amanda made the process very simple for me. Their partner accountants helped me with getting my financials in order and helped with the allocation of assets for my tax benefit. I had spoken with another broker in the past, but when I spoke with Greg, I knew he was going to be able to help me. In fact, I still speak with him today and refer anyone I know to Insurance Merger Specialists.

Kauger Insurance

John Smyre

President

From the very first inquiry for information on the asset to the finance and eventual closing, Greg and Amanda were there to assist and help facilitate a very complex transaction with confidence. This purchase has helped elevate our business model to the next level and has helped make future acquisitions possible.

We hope to use Insurance Merger Specialists services again in the future and highly recommend their services.

Savannahinsuranceadvisors.com

Jeff Hair

President & Commercial Producer

I'm not sure how anyone can buy or sell an agency without having people like Greg, Amanda and Jeff involved.

Buying or selling an agency of any size is very complex. Greg and Amanda made the process as painless as possible. Their in depth knowledge and experience of the insurance agency business model greatly helped both myself and the Seller. I won't do another deal without these guys.

Coleyinsurance.com