Buy Insurance Books of Business with Milly Books
Grow your agency by acquisition.
Find the books that fit your agency — from first look to close.
The whole market
Most deals are never listed. Anywhere.
Not a milly rule — the market. Books mostly change hands over a handshake: the one buyer who called, a friend of a friend. PE firms staff deal teams to hear about those early. You run an agency. A buyer profile is how an operator gets the same reach.
Searching finds the listed slice. The other 24 changed hands without ever being listed — on milly or anywhere else.
A deal team's edge was never taste — it's reach. A profile is reach an operator can afford: you stop searching the market and become visible to it, to the books that fit you and to the sellers you'd fit.
Verified inventory
The homework starts done.
A book can't list here on a spreadsheet and a promise. The numbers come out of the seller's management system, get checked against carrier statements, and get tidied — before you ever see them.
- No teaser PDFs. Revenue and retention come from the system, not the pitch.
- Statements reconciled line by line before the book is allowed to list.
- The Valuation range is published up front — the same engine sellers see. You both start from one number.
Slices
Buy the line you're missing — not the whole shop.
The third fit on your list isn't a retirement. It's a slice — an Idaho agency selling its commercial book and keeping the rest. You take the line you want; the seller keeps working.
- A smaller check, an exact fit. You're not buying someone's whole career to get one line of business.
- The seller stays in the picture — slices are how owners sell a piece and keep going, so handoffs are clean.
- Same gates, same file. A slice fits or it doesn't, and it lists with the same reconciled numbers as a whole book.
Slices multiply the inventory that fits you. Most buyers want a line, a place, a cohort — not a retirement. Now that's what's for sale. How slices work →
First look
Fits hear first.
A listing here doesn't start wide. It starts with the buyers it fits — and going wide at all is the seller's call. Where you stand in that sequence is decided long before the bidding: by your profile.
Listed, confidentially
The seller lists without going public. The book is shown to its fits — all three of them — and the ping goes out the same morning.
Audience: 3 fitsThe conversations
The fits who ask get the file, under NDA. The seller talks to serious, funded buyers — never a crowd, and never with their name in the air. All three still see the listing; two are in the room.
Asking: 2 of 3The open market
Going wide is the seller's choice — and plenty of books close before it happens. By then, you've long since had your look.
Audience: everyoneOn the open market, being early means refreshing faster than the next buyer. Here, early is structural — the fit list exists before the listing does.
The whole deal
One acquisition, end to end.
From three lines of appetite to a closed book — every step, and what each one costs you. Click through the deal.
Free, and this is the whole setup. Your profile is also how sellers find you — it works in both directions.
ClosedDeal Architect – now in preview
An institutional-grade M&A deal structuring calculator to help you structure, visualize, and optimize acquisition offers with full risk analysis. Product preview is open—explore builders and sign up for product updates.
Dealflow
A pipeline, not a project.
Growth by acquisition usually means a season of hunting every time you're ready to buy. A profile here is a standing order — it works while you run the agency, and it never asks for attention it hasn't earned.
Three fits between March and August, and not one morning of scanning. When nothing fits, you hear nothing. That's what a pipeline is — it runs while you run the agency.