Senior Analyst

Caitlin Scalzi, BCA

Caitlin Scalzi is a Senior Analyst with Agency Brokerage Consultants and has been with the firm since 2017. She specializes in insurance agency valuations, financial analysis, and acquisition due diligence, supporting agency owners, buyers, and lenders throughout the transaction process.

Since joining ABC, Caitlin has assisted with more than 1,000 valuation engagements and over 150 due diligence projects involving insurance agencies and brokerages nationwide. She also works directly with SBA lenders and financial institutions across the country on valuation assignments supporting acquisition financing transactions.

Caitlin graduated Cum Laude from West Virginia University with a bachelor’s degree in Sociology and Anthropology and is a Business Certified Appraiser (BCA) through the ISBA.

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