At Ciccone Insurance and Financial Services and Immix Group, we’re pursuing a thoughtful, disciplined strategy to grow — not by simply collecting client lists, but by building on legacies. As a family-owned, independent firm with a strong entrepreneurial spirit, we understand what it means to build a business from the ground up — and we honour that in every acquisition conversation we have.
We’re actively acquiring independent insurance and benefits firms that share our client-centred, owner-led culture.
We’re actively acquiring firms in the financial services and group benefits sector that align with our client-first values and independent culture.
We are open to larger opportunities where there’s strong cultural or strategic alignment.
We work with sellers at all stages — whether you’re ready to exit, looking to reduce your involvement, or seeking a partner to grow with. Our approach adapts to your goals:
Independent and owner-led, we tailor exits, earn-outs, and long-term partnerships, put your clients first, and deliver a respectful, hands-on integration across operations, compliance, and service.
Whether you’re preparing for retirement, looking to scale, or just exploring your options, we welcome a conversation.
Reach Out Confidentially — Your legacy deserves the right partner. Contact Us Today!
To build a leading, independent financial services platform by thoughtfully acquiring and partnering with like-minded firms — preserving client relationships, honoring entrepreneurial legacies, and delivering lasting value to clients, communities, and team members.
We prioritize people, not just portfolios. Every decision we make puts long-term client relationships at the forefront.
We are builders. As a family-owned firm, we understand the pride, risk, and vision behind every independent business.
We treat sellers, clients, and colleagues with transparency, fairness, and respect — throughout every acquisition and integration.
No two transitions are alike. We tailor each deal and post-acquisition path to the unique needs of the business and the people behind it.
We believe in shared success. By combining best-in-class practices, teams, and operational systems, we create stronger, more resilient organizations.
We focus on acquiring independent financial services firms, including insurance advisors and group benefits businesses. Ideal candidates have:
- Recurring revenue of $1 million or less
-A relationship-driven client base with strong retention
Yes, provided there’s a strong client base, retention, and strategic upside. We’re open to opportunities that may benefit from improved operations, technology, or scale.
Absolutely. We offer flexible structures such as: Full exit with short transition, Partial liquidity now with phased exit, Equity rollovers and performance-based earn-outs, Ongoing advisory roles or part-time involvement
Our due diligence typically covers: Financials (revenue, commissions/fees, recurring vs. transactional income), Client book metrics (retention, demographics, concentration risk), Regulatory and licensing status (CIRO, provincial insurance licensing), Technology platforms (CRM, planning tools, commission tracking, benefits admin portals), Operational infrastructure (staffing, compliance, back office)
We consider: historical cash flow, recurring revenue and client tenure, growth potential and scalability, operational risk and regulatory standing
-Fixed and variable purchase price components
-Earn-outs tied to revenue retention
-Equity participation in our platform
We work closely with your team to transition licenses, carrier agreements, and advisor registrations.
Whenever possible, yes. We believe team continuity supports better client service and smoother integration. Roles, responsibilities, and compensation can be discussed as part of the transition plan.
During integration, we assess whether your existing systems can be aligned, upgraded, or migrated to our core stack — with full training and support.
Always. We treat every inquiry with full confidentiality — whether or not a deal proceeds. We’re happy to speak directly with you or your legal, financial, or M&A advisor.
Just reach out — no obligation, no pressure. We’re happy to explore fit, answer your questions, and share more about our approach.
Whether you're preparing for retirement, looking to scale, or just exploring your options, we welcome a conversation.
Reach Out Confidentially — Your legacy deserves the right partner.
Ciccone Insurance and Financial Services and Immix Group
We are a family-owned, independent acquirer that grows thoughtfully by partnering with like-minded firms to preserve client continuity and honour the legacies entrepreneurs have built.
Suite 450 - 888 Dunsmuir Street Vancouver, British Columbia V6C 3K4
Explore expert articles, industry trends, and guides on Financial and Employee Benefits services
