Testimonials

"When I decided my retail insurance agency was going to have to acquire a partner or sell to a larger service oriented agency to accommodate the continued growth of my client list, I knew that I was going to require expert assistance and advice. I talked to several other M&A consultants specializing in insurance related transactions and was told by each of them that it was a difficult time and that I might well have to settle for much less than was planned. When I contacted Mystic, I got just the opposite reaction. They were enthusiastic. They set up a meeting with me and it was decided that I would be better served by selling my agency than looking for an acquisition. Mystic promptly began preparation of the agency sales portfolio necessary to establish guidelines for potential buyers. Mystic immediately put me in touch with several potential buyers and attended the meetings with me to assist in all negotiations. Mystic is a team of professionals. I completed the sale of my agency January 2010 and I am completely satisfied and impressed with Mystic's services. Their contacts within the insurance industry are unmatched by their competitors. I intend to recommend them to several of my friends in the business and I can recommend Mystic, without reservation, to assist you in the building or continuation of your business. "

Ron Jones, President
Transwestern Risk & Insurance Management, Richardson, TX

"I engaged Mystic Capital to represent me on the sale of my company. Throughout the process, they were able to think like business owners. They understood the stress that the process put on me and my company, maintained a patient demeanor, and helped us to maintain focus. In retrospect, they did a lot of things right that I did not see at the time. My advice to anyone considering the process is to choose carefully when you hire an advisor. My review of Mystic Capital's work is simple; we got a really good deal."

David Wash, President
Excel Underwriters Alliance, Inc., Voorhees, NJ

“Rockwood Programs first met the Mystic team via the Target Markets Program Administrators Association in 2001. Since then, they have helped us identify and close on two acquisitions that helped to strengthen our product mix and improve our balance sheet. We have recommended their team to many of our peers whenever they have expressed a desire to consult with a professional M&A practice.”

Glenn Clark, President
Rockwood Programs, Inc., Wilmington, DE
A leading Professional Liability Program Administrator

“In the fast paced insurance brokerage environment of today, the professionals of Mystic Capital have been able to provide the analysis and valuation services to keep Hylant Group on the cutting edge of the industry. Their experience in the insurance marketplace along with their responsiveness and dedication has been integral to our growth and success.”

Bill Pridgeon, Chief Financial Officer
The Hylant Group, Toledo, OH
One of the top 30 largest US brokers

“Mystic is 'hands on,' helping us identify acquisition opportunities and then working them all the way through. No boiler plate or wasted energy – they customize their work to complement our own. And they are brutally honest – freely criticizing deals that would make them money in the short term but would fail to meet our company's long term expectations.”

Matt Coleman, President
Strategy and Business Development
Van Gilder Insurance Corp., Denver, CO
The largest independent insurance brokerage firm in the Rocky Mountain Region

“When it comes to acquisition and strategic opportunities, Mystic Capital has become our valued advisor. We focus our energies on running our business, and we rely on their expertise and experience to guide us through. Mystic Capital’s industry knowledge, experience, and attention to detail are unparalleled.”

Karen Trudel, Chief Operating Officer
GMI-ARIA Inc., Valley Forge, PA
A leading MGA in the transportation industry

“Mystic Capital provided a business valuation and assistance with due diligence for an acquisition we recently closed. I found them to be knowledgeable, thorough and very responsive to our needs throughout the process. They provided an extremely valuable ‘second set of eyes’ during this period, and were a pleasure to work with.”

Phil Perillo, Chief Financial Officer
Insure.com, Darien, IL
A publicly traded e-commerce insurance broker