With more than 60 years of combined experience, our independent agency acquisition team helps agency owners like you protect your legacies. Whether you’re looking to sell your agency, want to grow through a merger—or just need help with succession planning and agency evaluation—we can help. Each of our local consultants has extensive experience in independent agency mergers and acquisitions. They provide expert, confidential help in making valuable connections and planning for your future. Best of all, they do it at no cost to you.
Learn more about our experts and view their LinkedIn profile by clicking on their name below and signing into LinkedIn.
Director, Independent Agency Solutions - Field Sales
Tim has spent his entire 30-year career in the insurance industry. In that time, he’s been from an agency owner in both the independent and exclusive channels, sales manager, acquisition consultant and sales director. Tim joined Nationwide in 2006 as part of the original consultant team and has personally assisted in closing 88 transactions. Since 2013, he has led a team of consultants who focus on helping independent insurance agency owners design and implement personalized succession, perpetuation and acquisition strategies.
Kirby Baer, CIC, ARM, AIM, CPIA, CLCS
Agency Solution Consultant, CT, MA, ME, NH, NJ, NY, PA, RI and VT
With 23 years in the insurance industry, Kirby has a deep understanding of the needs of independent agency owners. Before joining the Agency Solutions team, he worked in commercial underwriting and sales management for national and regional independent insurance companies. He’s assisted over 50 closed agency M&A transactions. If you’re an agency owner in PA, NY, RI or the New England states, you can look to Kirby for expert advice on your options for the future.
Agency Solution Consultant, AL, AR, GA and MS
In his 8 years in the insurance industry, Jerad has worked in both the agency and agency solutions spaces. Since joining the Nationwide team, he’s helped 40 agency owners successfully close over 49 M&A transactions. If you’re in Alabama, Arkansas, Georgia and Mississippi, Jerad will partner with you to make connections, complete due diligence, conduct agency evaluations or help with your perpetuation and succession planning needs.
Adam Herring, MA, CLCS
Agency Solution Consultant, NC and SC
Adam has over 21 years of experience in the insurance industry, including both P&C and financial services sales. Since joining our Agency Solutions team, he has directly assisted over 52 closed agency M&A transactions. Every day, he helps agency owners in North and South Carolina protect their legacies through perpetuation and succession planning.
Brady Spearing, CIC, CLCS
Agency Solution Consultant, DC, DE, MD, KY, OH, TN, VA and WV
Brady has 17 years of insurance experience in claims, sales management and as an agency consultant. Since 2009, Brady has been helping agency owners build succession plans and perpetuation strategies, consulting with buyers and sellers regarding mutually beneficial transactions, creating merger strategies and business plans and helping buying agents grow through acquisitions. In that time, Brady has personally assisted in closing more than 75 transactions.
Brad Bohn, MBA, SWRO
Agency Solution Consultant, AZ, CO, MT, NM, OK, UT and WY
Brad has 13 years of insurance experience in both sales management and as an agency consultant. As an Agency Consultant, Brad works with agency owners to build succession plans and perpetuation strategies for their agency. He also works with buyers and sellers to bring them together to close mutually beneficial deals and assists with the development of merger strategies and business plans. Since joining our team in 2015 as a consultant, Brad has personally assisted in closing over 25 transactions.
Agency Solution Consultant, IA, IL IN, KS, MI, MN, MO, NE, ND, SD, WI
Michael has 18 years of insurance experience as a marketing representative and as an agency consultant. Michael believes that the best part of his job is bringing insurance agency sellers and buyers together to achieve win-win outcomes for both parties. Since joining our team in 2010 as a consultant, Michael has personally assisted in closing more than 25 transactions.
Danny Jovanelly, CIC, CLCS
Agency Solution Consultant, CA, ID, NV, OR and WA
Danny has 33 years of insurance experience as an agency owner, sales manager and as an agency consultant. Danny believes in a true "win-win" result when it comes to M&A transactions, and prides himself on bringing buyers and sellers to a place of mutual satisfaction. He enjoys working with agency owners to develop succession plans, help maximize agency value and connect sellers with well-capitalized buyers. Since joining our team in 2013 as a consultant, Danny has personally assisted in closing over 45 transactions.