JHG Consulting

Partners

Nichols Cauley and Associates

Nichols Cauley and Associates (NCA) is proud to be a strategic partner with IMS. We are a full service financial services and consulting firm based in the Southeast. With more than 200 team members in 9 offices, the firm is ranked by the AICPA as one of the largest 300 accounting firms in the United States.

Our professional team includes professionals with designations including:

  • Certified Public Accountants
  • Certified Financial Planners TM
  • Certified Valuation Analysts
  • Certified Information Systems Auditor
  • Certified Internal Auditor

 


Our goal is to help parties on either the buy or sell side of a transaction navigate the financial complexities of the Merger and Acquisition (M&A) process. Using a proven roadmap, the NCA team will work to ensure an efficient and predictable transaction. The initial step in our process requires an assessment of ownership’s business and personal goals (both short-term and long-term) and the strategic direction of the business.

These insights will provide the foundation for an M&A roadmap that will assist our client:

1. Find the right fit
2. Tell the right story
3. Facilitate the right agreement
4. Integrate the right way

By following this roadmap, we are able to assist target the best buyers or sellers in the marketplace. Once the best audience has been identified, we use multiple sources of communication and media to put the financial and operational strength of the organization on display, drawing from our experience to ensure the audience is both interested and is provided the information needed to make sound decisions.

This leads to an efficient and transparent process for both parties and creates a win-win environment to reach an agreement. We also assist with creating an effective integration strategy to efficiently blend people, operational systems and processes, management philosophies, and cultures into one cohesive business. 

Our professional are there every step to help ensure buyers and sellers alike minimize hassle and maximize value.
NCA’s M&A transaction support services include: 

  • Business Valuation Consulting
  • Financial due diligence (accounting, financial, operations, cash flow analysis, etc.)
  • Transaction structuring that helps maximizes the company’s growth, competitiveness, and profitability
  • Evaluation of operational and financial challenges
  • Advice on the structure of entities to achieve desired financial and tax outcomes
  • Introductions to investment bankers, private equity, and other financing specialists
  • Enterprise Risk identification and mitigation strategies
  • Post-transaction activities

Satisfied Customers Say It Best

Testimonial

Ladd Bratcher

President

Greg and Amanda Hicks have assembled a team of professionals with a turnkey process. They walk you through the complicated details of the purchase or sell of an agency. I have endorsed Insurance Merger Specialists , LLC for my network of agencies. I highly recommend you give them a call.

Insurancemartinc.com | msinsalliance.com

Steve Kauger

CEO

My agency may not be the biggest, but when it came to selling, I was not sure how to handle it. Greg and Amanda made the process very simple for me. Their partner accountants helped me with getting my financials in order and helped with the allocation of assets for my tax benefit. I had spoken with another broker in the past, but when I spoke with Greg, I knew he was going to be able to help me. In fact, I still speak with him today and refer anyone I know to Insurance Merger Specialists.

Kauger Insurance 

Jeff Hair

President & Commercial Producer

I'm not sure how anyone can buy or sell an agency without having people like Greg, Amanda and Jeff involved.

Buying or selling an agency of any size is very complex.  Greg and Amanda made the process as painless as possible.  Their in depth knowledge and experience of the insurance agency business model greatly helped both myself and the Seller. I won't do another deal without these guys.

Coleyinsurance.com

Michael Glick

President

Beyond 5 star firm! I have worked with Greg and Amanda Hicks for the last 13 months during the sale of my business.

They are absolutely the best in the business! I highly recommend using this firm, if you are looking to sell your business.

Glickins.com

Saundra K. Carney

President, Agent, and Owner Licensed in: NC, SC, GA, VA, TN, TX

Greg and Amanda Hicks, the owners of this company, are great folks to work with if you’re interested in merging your agency with another company...They all worked with me through the entire process. I really could not imagine any other company being better then these folks.

Earlcarneyinsurance.com

C. Merediethe (Mert) Adams Jr.

President

Greg and his team guide you through the difficult maze of selling your agency. I couldn’t be happier with the job they have done!

Adams Insurance Agency