Brokers in 2018 are being more selective while integrating a large number of acquisitions and mergers from last year, according to Dan Menzer, partner at consulting firm Optis Partners.
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Buyer’s Guide: The 6 States of Acquiring an Agency
Published in IA Magazine on November 1, 2017
In the last two years, one in 10 agencies have been involved in some sort of merger or acquisition activity, according to the most recent Future One Agency Universe Study. If the rate of M&As continues at its current pace, that number is likely to increase—and may even include your agency.
A Due Diligence Review
Published in The Standard, New England’s Insurance Weekly on April 15, 2016
A thorough due diligence review is an extensive investigation of the seller’s business that a buyer undertakes prior to the execution of the purchase transaction.
FitchRatings – US Insurance Broker Dashboard
Published in Fitch Ratings in March 2016
The pace of acquisitions increased following a period of more modest activity due to an improving global economy with available funding in a low interest rate environment.
2015 M&A Results – Another Record Year
Published in Business Insurance on Feb 1, 2016
Mergers and acquisitions of insurance agents and brokerages in the United States and Canada set fresh records in 2015 in deals pushed by strong valuations and ongoing private equity interest.
Business Planning
Published in Professional Insurance Agents Magazine (New England edition) in August 2014
To many agency principals whose primary focus is taking care of existing customers, prospecting and engaging new customers, the idea of business planning often is synonymous with getting a root canal from the dentist.
7 Ways an M&A Advisor Simplifies the Process
Published in American Agent & Broker in May 2013
Yes, you can go it alone. But there’s a reason why successful sellers in all industries rely on advisors to guide them through the process.