Insurance Agency M&A Slows as Buyers Become More Selective
Agency mergers & acquisitions activity was down 15% in the first half of 2026, signaling a more disciplined environment. However, appetite for high-quality acquisitions remains high.
Agency Valuation
How Agency Owners Are Thinking About the Future
Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.
Why More Agency Owners Are Reassessing What’s Next
Consolidation has become the new normal. See what’s driving it, and why more independent agency owners are quietly reassessing valuation, succession, and future partnership options.
Is the M&A Environment Good or Bad for Your Agency?
For some, it is the best of times; for others, it is the worst of times. Here are the factors that influence your opportunities.
The Forces Shaping Valuation and Partnership Decisions
Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.
What’s Driving Consolidation for Independent Agencies Today
Not planning to sell—but thinking ahead? This market brief explains why independent agency owners are re‑examining value, timing and long‑term positioning.
3 Succession Planning Mistakes Agency Owners Can’t Afford to Make
Whether out of fear or the false belief that there’s always more time, most agency owners make the same three mistakes in succession planning.
How Industry Changes Are Influencing, But Not Deterring, M&A Activity
While some recent trends have influenced the mergers & acquisitions marketplace, it certainly hasn’t been interrupted.
Insurance Agency M&A Falls 6% in First Quarter
Agency mergers & acquisitions activity slowed to 148 deals in the first quarter of 2026, according to OPTIS Partners, who believe the decline is bottoming out.
Art of The Exit: Ensuring a Smooth Transition When It’s Time to Sell
Whether you decide to perpetuate internally, foster a funded business handoff to your successors, or go with an external sale, one thing is certain: There are several key steps you’ll need to take to maximize your agency’s value.
