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

1. WELCOME TOWINSTON DUNN
Winston Dunn Inc. is a premier insurance consulting firm specializing in two key growth
components for retail agencies, brokers, wholesalers, MGA’s and carriers across the
country.
winstondunn.com
(954) 796-8900

2. winstondunn.com
(954) 796-8900
Services
MERGERS ANDACQUISITONS forINSURANCE COMPANY: SELLERS
If you are an agency owner who is considering selling your business, then our
services to you are free and confidential. We understand that this process is
about you, your people, your agency, and most importantly, not about us. We at
Winston Dunn understand the sensitivity entailed in this process and will never
release your name or the name of your company without your consent.
We recognize that it is Your clarity that is of the utmost importance. With that
said, we will always openly share the names of the principals and entities that we
are working with on the buyer side. We pledge to take the time to understand the
issues that are the most critical to you in seeking a new partner. Our interests lie
in your ideal culture, role and the types of resources that need to be in place.
Understanding these critical and sensitive issues enables us to identify and select
partners that will meet your criteria. Although price and terms are extremely
important, most buyers are generally in the same ballpark. The majority of
independent owners who we have spoken to over the years often share with us
criteria that is essential in a new relationship providing that price and terms are at
or above market level.

3. winstondunn.com
(954) 796-8900
The Winston Dunn Advantage to sellers that trust in us:
No cost to you
Full disclosure of the buyers that we work with
Confidentiality
Courtship by multiple suitors
Experienced team that has engaged in thousands of conversations with agency owners like
you across the country
Buyers that range from small independents to globally publicly traded firms
A deep understanding of your industry niche
Knowledge of which buyers would consider your firm a strategic play
We work on a contingency basis with our buyers which enables us to introduce you to more
than one entity
We are nimble, yet we can move at whatever pace works best for you
Provide timely and accurate feedback throughout the process
We have an understanding that your views, priorities and goals are subject to change
during the process
Assist you in identifying buyers that can structure acquisitions for your current and future
value creation
Ability to provide you with buyers who utilize earn-outs tied to pro forma adjustments
Many of our buyers will create an environment that will enable you to maintain most of your
operating autonomy

4. winstondunn.com
(954) 796-8900
Executive Search forClients: Retained
Services
We WILL present you with a short list of qualified candidates. We WILL NOT fill your box
with a ton of resumes. We know that what you want is simply to choose from a small group
of quality candidates. Other recruiters might not be sure what you want, so you end up
interviewing numerous people. When you retain Winston Dunn, you will be saved from the
madness of sifting through a multitude of resumes from a variety of search firms. We will
save you time. Upon engagement, we will conduct a collaborated needs analysis with you
about your company and the potential opportunity.
We offer retained services at contingency speed. Payment terms are one-third upon
engagement; the balance is performance based and paid on the start date.
Once we come to an agreement on the needs analysis, we will then provide you with a
timetable of all tasks to be performed. These tasks include a listing of all companies targeted
for the search, a date that you can expect three to five qualified candidates, references from
the candidates, and interview dates available. We will also provide you with a weekly activity
report.

5. winstondunn.com
(954) 796-8900
CompanyCompany
Winston Dunn Inc. is a premier insurance consulting firm
specializing in two key growth components for retail
agencies, brokers, wholesalers, MGA’s and carriers across
the country. Our focus is centered in Mergers & Acquisitions
and Executive Search.
At Winston Dunn, we dedicate ourselves to listening.
Our knowledge is derived from decades of experience. To
gain the status of “experts” in your field it is our
responsibility to truly understand your business. We also
know, however, that each person, agency, broker and carrier
is unique. Once specific needs and agenda have been
identified, we then aim to design a custom-fit, meaningful
solution.
We too at Winston Dunn are new business hunters, so we can relate to the dynamics needed
for an organization to capitalize on its resources in order to grow. With that confidence and
while keeping you in mind, we have engaged in meaningful conversations with the industry’s
most dynamic producers and creative thinkers.
Our foundation is based on integrity and honesty. We have the confidence to tell the truth
about any situation and the courage to ask the difficult questions. Our knowledge is based
from the fact that we cannot expect you to believe in us unless we believe in ourselves first.
At the end of the day our ultimate goal is to provide you with the clarity you need to make the
best possible decision.

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

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