Medicare Brokerage M&A

Is your Medicare-focused brokerage primed for M&A in 2025? With over 11,000 Americans turning 65 each day  and 54% of eligible beneficiaries enrolled in Medicare Advantage, the market is ripe for strategic exits.

At Colonnade Advisors, we see investors targeting scaled, tech-driven platforms with predictable, recurring revenue and high-margin cash flows. Key drivers include:

• Digital lead generation & national call centers powering rapid customer acquisition
• Trailing commissions of $611–$688 per new member and $306–$344 on renewals
• Robust CRM automation & compliance infrastructure enabling retention and cross-sell
  

This demographic tailwind creates a premium valuation environment for agencies built specifically for volume in the individual health segment.

Considering an exit this year? Now is the time to engage M&A specialists who understand your unique growth drivers and can position your firm for maximum value.

We’d love your take: What trends are you seeing in the Medicare brokerage space?

Ready to explore your options? Connect with us here to discuss your exit strategy.

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