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, but experts believe the decline is bottoming out.
Agency mergers & acquisitions activity slowed to 148 deals in the first quarter of 2026, according to OPTIS Partners, but experts believe the decline is bottoming out.
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.
Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.
For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.
For agency owners preparing for a sale, planning succession or assessing their competitive standing, it’s more important than ever to understand the forces that drive an agency’s valuation.
Contingent compensation can be significant but unpredictable, particularly amidst the hard market and frequent catastrophes.
Independent insurance agency mergers and acquisitions slowed in the first three quarters of 2025, a 7% decrease from the same period in 2024.
A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.
Best Practices agencies continue excellent organic growth and profitability, according to the 2025 Best Practices Study by the Big “I” and Reagan Consulting.
Just because the economy is unpredictable doesn’t mean it’s time to pull up the drawbridge and hide. Making smart moves to drive growth, both organic and inorganic, can keep a business thriving.