A trusted buyer for independent insurance agencies

We acquire established insurance agencies from owners who are ready to retire, step back, or transition their business. Our focus is preserving what you built, supporting your team, and ensuring your clients are cared for.

Start a confidential conversation How the process works

Who We Serve

We work with independent insurance agency owners who are:

  • Preparing for retirement
  • Exploring succession or exit options
  • Tired of the operational burden and ready to simplify
  • Looking for a smooth transition that protects their team
  • Wanting to ensure their clients continue receiving great service
  • Ready to take the next step into a new phase of life

Your agency represents years of work, relationships, and care. Our goal is to honor that legacy while creating a transition that feels right for you, your staff, and your clients.

Professional reviewing documents in a well lit office

We Acquire Independent Insurance Agencies

If you are ready to sell your agency outright, Azalea provides a straightforward, respectful acquisition process.

Full Acquisition

Not a loan, not a minority investment. When you sell to Azalea, the agency becomes part of our group.

We Keep What Works

Our goal is continuity, not disruption. We support what you built and help it move smoothly into its next chapter.

Our Approach

A simple, respectful path from first conversation to completed sale.

01

Introductory Conversation

No pressure and no commitments. We learn about your agency and what you want for your transition.

02

Financial & Book Review

We review financials, carriers, and book structure to provide a clear, fair valuation.

03

Agreement on Terms

If we all feel it is the right fit, we finalize terms, timing, and expectations together.

04

Transition Plan

We create a plan that ensures your clients and staff are supported and well taken care of.

Why Owners Sell to Us

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Experience in Insurance

We understand agencies, carriers, staffing, and the realities of running a book.

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Smooth Transition

We minimize complexity and avoid long, confusing negotiations.

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Long Term, Family Minded Buyer

We are a privately held buyer with a long term, family minded approach. Our focus is on stewarding what you built, not chasing short term exits.

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Not a Traditional PE Firm

We are a privately held buyer with a long term, family minded approach, not a traditional private equity fund focused on quick flips.

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Strict Confidentiality

We know how sensitive a sale is. We protect your privacy and your data throughout the entire process.

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Respect for Legacy

You spent years building your agency. We take seriously the responsibility of carrying it forward.

About Azalea

Azalea Capital Holdings is based in Oklahoma and acquires independent insurance agencies across the United States. Our goal is to provide retiring owners with a thoughtful exit while building strong groups of agencies for long term stability and growth.

John Fernando

John specializes in operations and acquisitions. He ensures the transaction process is smooth and the agency is set up for long term operational success.

Jase Riggs

Jase owns insurance agencies and understands the industry from the inside out. He specializes in carrier relationships, book structures, and agency growth.

Modern office building architecture

Start a Confidential Conversation

Whether you are preparing for retirement, exploring exit options, or simply curious about what your agency might be worth, we are here to talk.

No pressure. No obligations. Just a private conversation about what a transition could look like.

Azalea Capital Holdings

20 3rd Ave NE
Ardmore, OK 73401