We know the attributes of an agency that will attract the highest valuations and considerations in the marketplace; and, most importantly, guide clients with practical advice to achieve their ultimate objectives.
SAN ANTONIO (PRWEB) February 16, 2023
Fideles Advisors, a financial and operational advisory firm serving independent insurance agencies, deal advisors, investors, and private equity, announced the launch of its value-accretive consulting services. Buyer and seller services will include restructuring, transaction advisory, private equity performance improvement, corporate transformation services, valuations, operational advisory, organic growth, and succession and perpetuation planning.
Founded by insurance industry veteran Robert W. Smith, the company helps businesses achieve peak performance in financial and operational outcomes and to realize desired perpetuation objectives through the ultimate sale or continuation of leadership. Additionally, its advisors guide investors to ensure the long-term sustainability and performance of acquired insurance agency assets.
With nearly 25 years of experience in the financial products distribution industry, Smith is an accomplished leader, having most recently served as President, Agency Operations for PCF Insurance Services, a multi-state insurance brokerage aggregator. Before PCF, Robert served as the Western Region - Executive Vice President for Acrisure. He has advised over 250 insurance agency leaders regarding their operational decision-making and the related impacts on the financial outputs of the business, specifically in the post-sale period.
“Our advisors have an insider’s perspective from experiences at some of the industry’s top companies,” said Robert W. Smith, Founder and CEO of Fideles Advisors. “We know the attributes of an agency that will attract the highest valuations and considerations in the marketplace; and, most importantly, guide clients with practical advice to achieve their ultimate objectives.”
About Fideles Advisors
Fideles Advisors is a financial and operational advisory firm serving independent insurance agencies, deal advisors, private equity, insurers, and associations across the United States. The consulting firm offers a broad array of services to buyers and sellers, including restructuring, transaction advisory, private equity performance improvement, corporate transformation services, valuations, operational advisory, organic growth, and succession and perpetuation planning. Fideles Advisors has served over 250 businesses with strategic economic and operational consulting to maximize agency value or optimize growth through acquisition. For more information, visit http://www.fideles-advisors.com.
