Buy a Financial Services Company & Take Over an Insurance Brokerage
Deal One aggregates new financial services and insurance businesses for sale from across Germany and the DACH region every day: insurance brokerages, financial advisory firms, wealth management companies, leasing companies, factoring providers, tax advisory practices, as well as insolvencies in these areas. All listings in one place, updated daily.Deal One’s AI continuously scans all relevant sources and automatically notifies you by email as soon as a matching business meets your search criteria – by revenue, portfolio size, licence or region. In the insurance brokerage sector, generational change is creating a growing market: many owners are looking for buyers for their client portfolios.Financial and insurance businesses on Deal One are sought after by broker pools, financial sales networks, strategic buyers from the insurance industry, and entrepreneurs who want to quickly build revenue and a customer base by acquiring a portfolio. The range spans from small one-person brokerages to mid-sized financial advisory firms.
Frequently Asked Questions: Buying a Financial Company & Insurance Brokerage
What does an insurance brokerage cost in Germany?
Insurance brokerage portfolios are typically valued based on annual commission income. 2–3x annual commission is common for well-maintained portfolios with a stable cancellation rate. Key factors include customer structure, policy types (life, property, health), average customer age and the degree of administrative automation. Financial advisory firms are valued on revenue or EBIT, depending on the business model (fee-based vs. commission-based).
What regulatory considerations apply when buying a financial services business?
Financial and insurance businesses are subject to strict regulatory requirements. When buying an insurance broker, you need to check the §34d GewO licence and IDD compliance. For wealth management firms, BaFin authorisation under §32 KWG or §15 WpIG applies. Portfolio transfers often require the consent of the relevant insurance companies. Deal One listings indicate existing licences where specified.
Can I also buy an insolvent financial services provider on Deal One?
Yes – Deal One also captures insolvencies in the financial and insurance sector. However, particular care is needed here: regulatory licences often lapse upon insolvency, and historical liability claims can transfer to the buyer. The AI alert notifies you about new cases so you can assess early on whether taking over the portfolio or infrastructure makes sense.
