M&A

A revenue acquisition can compress years of organic growth into a few short years and dramatically increase an agency’s value.

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.

The recently enacted tariffs have introduced uncertainty into the insurance industry, including the agency mergers & acquisitions market. Here are three areas to monitor over the coming months.

A COVID-19 hangover. The hard market. The movement of policies from the admitted market to excess & surplus lines. Whether a single factor or a combination is to blame, one thing is certain: Errors & omissions claims are on the rise.

Our industry has been witnessing intense consolidation for at least the last decade, but we have never seen this type of activity at the top of the market. Will these mega deals usher in a new era of deal-making?

A thriving team can be the key to a smooth and successful transition during an acquisition, engaging with new leadership and contributing to the long-term success of the business.

By Scott Freiday In the highly competitive and evolving insurance landscape, independent agency owners face a unique set of challenges and myriad capital needs to sustain their growth. As we head into 2025, there is a greater sense of urgency for agencies to invest in technology and talent and make strategic mergers & acquisitions (M&A). The average…