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Your Business.

Your People.

Your Legacy.

Our Priority.

Sell-Side M&A and Growth Advisory
for the Insurance & Financial Services Sectors

Built for Today.
Ready for Tomorrow.

Sell with Confidence. Grow with Intention. Plan for Perpetuation.

At The Cowley Group, we tailor our approach to your needs. TCG invests in understanding your business, where you are in your journey, and both your professional and personal goals.

Whether you are accelerating growth, navigating challenges, planning succession, preparing to sell, or looking for an industry thought-partner, TCG is committed to your success.

TCG combines best-in-class industry expertise and a high touch approach to help you thoughtfully prepare for what's next.

People in an office building

Sell-Side M&A
Advisory

Guiding owners through disciplined, competitive sale processes to achieve the right partner, structure, and valuation.

Growth & Value
Creation

Hands-on advisory that strengthens operations, drives sustainable growth, and builds enterprise value.

Valuation & Perpetuation Planning

Independent valuations and continuity strategies that protect your legacy and align stakeholders for the future.

Integrity Defines Us.
Purpose Drives Us.

The TCG Way:
 

Strategic Reach. Tailored Approach. Enduring Relationships.

Experience You Can Trust.
Partnership You Can Feel.

Combining technical precision with personal connection - because great outcomes start with great relationships.

"I chose to work with Shelby because of her exceptional M&A experience at Acrisure, where she played a key role in driving the firm's growth and success over the past decade. Her deep market knowledge, professionalism, and personal dedication were evident throughout our transaction, which she approached with the same care and precision as if it were her own company. Shelby's integrity, strategic insight, and commitment to protecting business owners truly set her apart in the investment banking community.

Christopher Longo

Novum Underwriting Partners

$ 3B +

in Transaction Value

200 +

Transactions

100 +

Buyer Relationships

We work with clients across North America. We combine local presence in key markets with nationwide reach. Wherever you are, you’ll get the attention and connectivity of a true national advisor.

With offices in:

Scottsdale, AZ

​

New York, NY

​

Denver, CO

Local Presence.
National Perspective.

People gathered for a Business Conference

Ready to Build Value, Strategically

Advisory built around you starts with a conversation. Our team is ready to listen. Whether you’re looking to accelerate your company’s growth, preparing for a sale, or planning for the future, we are here to help you chart the right path forward – strategically, thoughtfully, and with purpose.

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