For acquirers

Buy your next agency. Without the broker tax.

Direct access to anonymously-listed insurance agencies — live, model-priced valuations, transparent methodology, flat platform fee. Verified PE buyers, strategic acquirers, and aggregators only.

The market everyone agrees about. No one's organized.

The U.S. insurance agency market is roughly 40,000 strong. Every owner exits eventually — to a competitor, a strategic, a roll-up, or family. The capital is there. The deals happen. The category has never been illiquid.

What's missing is the market. Brokers gatekeep their rolodexes. Sellers reveal their identity the moment they want a valuation. Buyers chase one deal at a time, paying 3 to 8 percent commission for the privilege.

WeExchange is the first private exchange built for this channel — leveraging the trust foundation of WeSignature, our sister product already used by 700+ agencies.

~40K
Addressable market
Insurance agencies in the United States.
700+
Trust foundation
Agencies already in the WeSignature network with ~95% retention.
0%
Broker commission
Flat platform fee. No success spread. No engagement retainer.

Why source deals on WeExchange.

Four structural advantages over the brokered model — each addressing a real cost in the way agency M&A has always been done.

01

Direct seller access

See every anonymously-listed agency and group, not just the ones a broker brings to you. No exclusives, no engagement-based gating, no waiting for a process to launch.

02

Anonymous-to-start widens the pool

Sellers can engage without political cost — staff, carriers, and competitors never see they're exploring. Identity exchanges only on mutual opt-in. The result: a deeper seller pool than any broker's rolodex.

03

Live, model-priced valuations

Daily-refreshed valuations driven by a transparent three-layer model — agency fundamentals, agency-market multiples, and live Federal Reserve data. No broker puffery, no stale CIM snapshots.

04

Continuous deal flow, not one-off engagements

Browse, watchlist, filter, and get alerts on the entire active market. Move from chasing one deal at a time to managing a pipeline — with structured offer flow inside the platform.

The buyer toolkit. In your pocket and on your desktop.

Everything verified buyers get on the platform.

Anonymous browsing

Filter, watchlist, and explore listings without ever revealing buyer identity to sellers. Sellers only see that a verified buyer is looking.

Filtered deal flow

Geography, EBITDA, revenue, carrier mix, growth profile, solo or group. Save filters as standing searches. Match buy-box to the live market.

Watchlists & alerts

Follow specific tickers and groups. Push notifications when an agency moves on price, opens for offers, joins a group, or accepts an interest.

Group portfolios

Browse co-op groups as single combined entities. See pooled fundamentals, the group ticker, and the modeled multiple lift versus the underlying agencies.

AI insight history

Every valuation update is logged with a plain-English explanation. See the trail of why a number moved over weeks, months, and quarters.

Structured offer flow

Send offers, counters, and term sheets in-app. Track every conversation in one place — anonymous until both parties opt-in.

How it works for buyers.

From sign-up to identity reveal — three steps on-platform. The conversation, the diligence, and the closing happen entirely between you, the seller, and your respective advisors.

01

Sign up in the app

Download WeExchange, create an account, and subscribe for buyer access. We verify firm details, deal history, and capital position after sign-up.

03

Signal interest, get disclosure

Express interest. Sellers review your verified status and approve disclosure — identity, direct messaging, and the details they choose to share.

04

Take it off-platform

Once disclosure is granted, connect directly with the seller. All negotiation, due diligence, and closing happen between you, the seller, and your respective legal and financial advisors. WeExchange is not a party to the transaction.

Verification cuts both ways.

We ask real things of buyers. Sellers get real things in return. That symmetry is what makes the platform work.

WHAT WE ASK OF YOU

Verification process for buyers

Entity & identity verificationLLC, corporation, fund vehicle, family office, or accredited individual buyer. We verify the legal entity behind the account.
Track record reviewRecent transactions, AUM if applicable, deal experience, and operating background. We're building a buyer pool sellers will trust.
Capital confirmationProof of funds appropriate to your buy-box. Sellers see "verified capital" status, not your specific numbers.
Platform confidentiality termsStandard mutual confidentiality accepted in-app. Anything you learn about a seller stays anonymous and confidential until they choose to disclose.
WHAT YOU GET FROM SELLERS

Verification process for sellers

Verified ownershipWe ID-verify the agency owner before they list. No shell listings, no listing-by-broker without the owner's consent.
Real, current fundamentalsSellers enter and maintain their own data. Daily-refreshed valuations move with the real book — not a one-time CIM dressed for sale.
Live valuation historySee how a listing's number has moved over time — with the AI-written explanation of every change. No surprises in diligence.
Direct in-app communicationTalk to sellers directly through encrypted in-app messaging. No broker filter, no game-of-telephone, no information asymmetry baked in.

Buyer-side economics. Refreshingly simple.

What you pay, when you pay it, and — critically — what you don't pay.

ACCESS

Verified buyer access

Sign up in the app and subscribe for buyer access. Once verified, browse, watchlist, signal interest, and access seller-approved disclosures. Verification happens after sign-up.

Unlimited browsing & watchlists
Standing-filter alerts
Direct seller access on approval
Full offer flow tooling
WHAT WE DON'T CHARGE

No broker tax

Everything that buyers and sellers historically pay brokers to bridge information asymmetry — gone.

No 3–8% transaction commission
No engagement retainer
No exclusivity period
No rolodex tax

Get the app. Get to work.

Buyer access is unlocked through a subscription in the app. Verification happens after sign-up — entity, track record, and capital review. Open to PE firms, strategic acquirers, aggregators, family offices, and accredited individual buyers.

PE firms Strategic acquirers Aggregators & roll-ups Family offices Accredited individuals
See the methodology