Smart strategies for sales, acquisitions, and capital raising

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About CFA

For more than twenty years, the principals of Corporate Finance Advisors have provided investment-banking and corporate-finance advice to insurance agents, brokers, and intermediaries interested in growing the value of their firms.

What sets us apart? Our senior-level strategic services, tailored to the objectives of your company. And our mission: to develop an ongoing relationship with each of our clients.

We take into account:

  • your firm’s unique situation and goals, not a mythical statistical norm.
  • your plans for perpetuating your firm, not a “sell-now” pitch.
  • Your desire for a long-term perspective, not a quick fix.

Our Services

Corporate Finance Advisors offers a menu of service tailored to your company’s specific needs. Choose the service that addresses a particular concern or opt for Trusted Financial Advisor, our comprehensive suite of financial service.

Trusted Financial Advisor

Trusted Financial Advisor is CFA’s unique, cost effective service that provides tailored high level support for comprehensive, disciplined financial management of your firm…

Learn more about Trusted Financial Advisor

Fair Market Valuation

Unbiased fair market valuations of your company for use in ESOPs, stock option plans, private transfers of ownership, litigation support, fairness opinions, mergers of multiple agencies, and buyouts of partners.

Financial Analysis

Tailored, a la carte services for issues of perpetuation, producer recruitment, and other material conerns.

Principal: Robert B. Chapman

Robert B. Chapman has more than twenty years’ experience with middle-market mergers, acquisitions, and capital raising. During that time, he has advised many of the leading financial services intermediaries and was one of the first consultants to successfully build a bank-owned insurance operation. That firm is still the largest agency within its region and one of the largest agencies in the United States. In all, Mr. Chapman has successfully completed more than 45 transactions in the insurance-services Industry.
Mr. Chapman began his career as a senior consultant with a San Francisco-based investment bank and consulting firm that specialized in the insurance industry in 1996, he founded Corporate Finance Advisors. He maintains extensive contacts throughout the insurance and financial-services industries and has published and spoken on issues relating to the acquisition of financial-service intermediaries. Mr. Chapman has a B.A. in economics from the University of California at Berkeley and a M.B.A. from the Anderson Graduate School of Management at UCLA.

Our Reports

Note: The reports are in PDF format. Adobe Reader is required to view PDF format.
CLICK HERE to download Adobe Reader.

The Real Deal? (click here to view report)
The hype -and truth- about valuation multiples

2002: A New Seller’s Market? (click here to view report)
The outlook for insurance intermediary mergers & Acquisitions for 2002 and beyond

Representative Clients / Transactions

A.W. Hargrove Insurance Agency, Inc.
Advanced Benefits & Insurance Marketing Corp.
Affinity Insurance Services
Alliant Resources Group
Americana Financial Services
Americana Program Underwriters
Association Growth Enterprises
BAC Risk Management, Inc.
Bay Benefits and Insurance Marketing, Inc.
Benefits Concepts Inc.
Benefits Unlimited, Inc.
Black / White & Associates, Inc.
Boca Raton Insurance Agency
Bradfor Marketing Group, Inc.
Brokernet USA
California Coastal Insurance, Inc.
Charles W. Cammack & Associates
Coastal Financial Group
Colburn Insurance Services
Commercial Insurance Concultants
Corporate Dynamics
Crown Insurance Agency, Inc.
Dallas National Life Insurance Company
First National Bank of Midsouth
Fleet Financial Services
Glenn Insurance Inc.
Hilb Rogal & Hamilton, Co.
Holterman Ord & Smith, Inc.
Inline Financial Group
International Benefits Corporation, Inc.

JA Versical & Associates
Joseph M. Kolisch Insurance, Inc.
Madison Consulting Group
Meeker Sharkey Financial Services
Membership Services, Inc
Morgan & Cheves, Inc.
Morrill Koslow & Associates
Moselle Insurance, Inc.
National Employee Benefit Companies Inc. (NEBCO)
O’Connor & Associates
Outsourcing Specialists
Patgo Insurance Agency, Inc.
Patgo International
Personal Insurance Programs
Philadelphia Benefits, Inc.
Phoenix Insurance Associates
Premiere Insurance Group, Inc.
Proctor Hommor Warren
Risk Strategies Company
Robert F. Driver & Co.
San Jacinto Agency, Inc.
Spadaccia, Ryan & Haas, Inc.
Summit Bancorp
The Hanleigh Companies
The Lipman Companies
The NASDAQ Insurance Agency
Tri City Brokerage
Tri West
Trion Group
USI Administrators, Inc.
USI Holdings Corporation
W.M. Ross & Company, Inc.


“In building several large brokers, I have worked with almost all of the well-known insurance advisors. CFA is the only one that consistently combines the attention to detail, experience, and in-depth financial analysis that are required to create an effective plan for growth. This combination was key to our ability to confidently execute our plans to grow, increase options for internal perpetuation, and enhance equity value. Working with them is like having a very sophisticated CFO on board.”

Bernard Mizel

Chairman emeritus, USI Insurance Services

“Corporate Finance Advisors’ experience, attention to detail, and proprietary financial modeling helped us understand the specific steps we needed to transform our agency to one with the characteristics required to rapidly grow revenues, profit, and value.”

James Vawter

Executive Vice President, California Coastal Insurance

“We hired corporate Finance Advisors to assist us in acquiring a small regional broker. Even though CFA would receive a sizeable fee only if we completed a deal, they advised against it – a decision we have never regretted and advice that truly separates CFA from other industry investment bankers.”

Tim L. Glenn, III, CIC

President, Glenn Insurance

Reach Us

2407 S Congress Ave, Suite No. E-129
Austin, TX 78704