DOXA
DOXA
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Plan Your Succession Like You Planned Your Success

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Our team makes the succession process efficient and profitable!

DOXA has emerged as a positive succession alternative, one that expands, rather than changes or disrupts, your legacy. After years of hard work and countless hours spent building the business, we know how important it is to preserve the organization and to leverage the intellectual capital you and your experienced team bring to the table.

We focus exclusively on privately-held MGAs and specialty wholesale distributors that have a deep understanding of their niche within the insurance industry. Specifically, we partner with owners who are looking to minimize back-office distractions, utilize capital investments, and aspire for ongoing economic participation and autonomy. DOXA also seeks owners who value thoughtful succession planning, future financial and scheduling flexibility, but on their terms and timeframe. Tell us about your business so that we may help your legacy of success continue and write the next chapter of your career.

6 Reasons Why DOXA is Your Succession Solution

  • Fully transparent transaction process
  • Small, effective team approach
  • Maintain your brand identity
  • Alleviate administrative burden
  • Implement proven sales & marketing best practices
  • Achieve greater growth and profitability

Our Ideal Acquisition Candidate

  • Industry expert within their niche market
  • Proven track record of stability and continuity
  • Privately-held, small- to medium-size MGA/MGU
  • 5+ years of experience
  • Underwriting Letter of authority from carrier partner, in addition to policy issuance, sales, and marketing responsibilities
Rob Pearlstein

Rob Pearlstein

Head of Mergers and Acquisitions

Rob joined DOXA after working on Wall Street as an investment banker. He was personally involved in more than 30 acquisitions and closed in excess of $1 Billion in aggregate deal value in the insurance industry. As the Head of M&A, Rob is responsible for driving DOXA’s continued expansion through identifying and executing accretive acquisitions.

Plan Your Succession Like You Planned Your Business

DOXA Insurance Holdings

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About You

We chose to go with DOXA when we sold the business due to the cultural match and the quality of the people involved. In addition, I appreciated the opportunity to continue to run my company with the hands-off approach that was used by DOXA during and after the transaction.

Jeff / MGA Owner

I chose to sell to DOXA because the company was positioned to support me with administrative and sales management functions while allowing me to participate in the rapid growth of the company. It has allowed me to concentrate on the work that I enjoy the most while enhancing my financial liquidity.

Chris / MGA Owner

Doxa allowed my MGA additional resources in IT, Marketing, Benefits and Continuity without disruption of our day to day business. We were able to keep our trading name, staff, and duties exactly as if we had never sold.

Mike / MGA Owner