Winston Dunn is a premier consulting firm specializing in top flight brokering of two key growth entities in the world of Commercial Insurance:

1. Well Come To
winstondunn.com
(954) 796-8900

2. Services
Whether you are buying or selling, we at Winston Dunn have the experience,
relationships, and compassion to guide you through the process. Ron Lieberman,
Founder of Winston Dunn has been working as a consultant in the insurance
industry since 1993, and has developed strategic partnerships with thousands of
principals of insurance brokerages and agencies on a national level.
The following are what we've identified as the most common components of
a new partnership:
•Post Acquisition Role Definition of partners and key employees
•Culture of both the buyer and seller
•Personalities, Values and Experience of the firms' Core Leadership
•Brand and Culture sustainability
•Cross-solicitation opportunities
•Identification of dual entity Markets, Resources, Programs, and Specializations
•Capital that can be infused to accelerate growth post-acquisition
•Capabilities that will enable you to participate in regional or national growth
winstondunn.com
(954) 796-8900

3. Services
MERGERS AND ACQUISITIONS INSURANCE SPECIALIST:
BUYERS
If you are an agency owner who is looking to buy, then our services provided to you are
on a contingency basis. The only time a fee would be earned is after the successful
completion of an acquisition. We welcome the opportunity to speak with you about our
pricing structure, terms and conditions.
Advantages for buyers that use Winston Dunn:
•No retainers. Fees are paid upon purchasing of an agency / brokerage
•Decades of insurance industry knowledge working in conjunction with leaders
•Deep understanding of the retail and wholesale environments
•Relationships with thousands of owners of independently held agencies and
brokers throughout the country
•Typically the owners we work with are not working with any of the national M&A
consultancy organizations
winstondunn.com
(954) 796-8900

4. Services
Advantages for buyers that use Winston Dunn:
•Our sweet spot is agencies with revenues from 500k to 10 million
•Prior to introducing an owner to you we have already identified the culture, role
and environment they seek
•Knowing your business and growth strategy enable us to present only those
agencies & brokerage that meet your criteria
•Expedience, yet patience for your time constraints
•Passion about our shared venture
•Integrity, honesty, confidence, knowledgeable, respectful, strong work ethic,
passion and pride are traits that you will find exists amongst our consultants
Whether it is through M&A or organic activity, the professionals at Winston Dunn
are here to help you achieve your growth initiatives.
winstondunn.com
(954) 796-8900

5. Contact Us
Winston Dunn, Inc.
12258 NW. 49th Street
Coral Springs, FL 33076
Telephone: (954) 796-8900
http://www.winstondunn.com/