Policastro & Associates

Policastro & Associates is a boutique consulting firm focused on the independent insurance agency distribution system.  We serve the needs of agency owners, their financial and legal advisors, and lenders.  With experience in well over 1,000 M&A transactions completed; our partners use their deep industry expertise to guide clients across the country in growing their revenue, improving their financial decisions, and maximizing shareholder value. 

We marry financial analysis with operational insights to create holistic strategies unique for your business.