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.
Acquiring an Agency
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.
Insurance Agency M&A and Preventing E&O Claims
Integrating another agency into your operations presents both tremendous opportunities and significant challenges for employees and management alike.
4 Insurance Agency Valuations Trends to Watch
For agency owners contemplating perpetuation, a sale or simply benchmarking their business value, understanding the four trends is critical for business planning.
Private Equity in Insurance: What Independent Agencies Need to Know
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.
Independent Insurance Agency M&A Activity Slows Through Third Quarter
Independent insurance agency mergers and acquisitions slowed in the first three quarters of 2025, a 7% decrease from the same period in 2024.
Agency Appetite: A Case Study on the Impact of a Revenue Acquisition on Agency Value
A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.
Independent Insurance Agency M&A Settles Into ‘New Normal’
Independent insurance agency mergers and acquisitions are stabilizing after years of frenzied activity, but remain above pre-pandemic levels.
Independent Agency Valuations: Why Revenue Multiples Are Misleading
An independent agency valuation is the key to determining your agency value, and can also help you understand what levers you can pull to increase value over time.
