Reimagine Your Future: Unlock Growth and Opportunity

In today’s dynamic business landscape, mergers are more than transactions. They are transformative opportunities to accelerate growth, expand capabilities, and create lasting value.

At SCM, we offer more: We buck the trend of agency consolidations, make our own decisions, and stand behind them. This gives us the strategic freedom to help you design an exciting future that works for you.

Partnerships – Not Agency Consolidations
First, SCM focuses on new partnerships through acquisition. Our approach to adding new partners is deliberate and selective. We seek high-quality, independent agencies with leadership teams interested in partnering up, not selling out. The agency that wants to develop a path to significant scale and strength into the future is an ideal fit for us. Why? Because SCM provides the framework to facilitate long-term growth and increased freedom and profitability for everyone.

SCM’s Merger Strategy
Second, we combine deep industry insight and a client-first approach to customize solutions that align with your vision and goals. Our tailored approach delivers strategic planning, valuation, risk assessment, negotiation support, and seamless integration – empowering you to make informed decisions with confidence. SCM’s strategies help you to do the following:

• • • - Identify and evaluate high-potential opportunities
    • - Navigate complex negotiations and regulatory requirements
    • - Mitigate risks and maximize deal value
    • - Achieve smooth post-merger integration for long-term success

Design Your Own Future

Since 1931, SCM has been laser-focused on maximizing long-term value for our clients and partners. We hold a strong position in the marketplace as Southern California’s leading regional insurance brokerage firm for middle market businesses.

Partner with us to turn your vision into reality. Our leadership team is identifying robust, independent firms to join the SCM Team. Now could be the time to build a stronger, more resilient future – together.

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Recent Partnerships

January 2025 – Clarke Marine Garvey Insurance Services

CMGIS is the oldest independent insurance agency in the Newport Beach area. Their office is in Costa Mesa, California, and they specialize in commercial, employee benefits and personal insurance. They have specialty programs for yacht clubs, marinas and yacht owners. Read more

November 2021 – Stan Burns Insurance Services

Stan Burns Insurance Services is based in Long Beach, California, and specializes in commercial, personal, employee benefits and life insurance with a long-tenured team of dedicated professionals serving the insurance needs of its customers. Read more