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The insurance industry is evolving rapidly, driven by technological advancements, shifting consumer expectations, and an active M&A landscape. Agency owners must stay ahead of these trends to remain competitive and position themselves for long-term success. Here’s a closer look at...

In recent years, private equity (PE) firms have played a significant role in the insurance agency M&A market. Their involvement has driven valuations higher, often outbidding traditional buyers. But how exactly does private equity increase the price of independent insurance...

Mergers and acquisitions (M&A) can be complex, high-stakes transactions that require expert guidance to ensure a successful outcome. A great M&A advisor plays a crucial role in navigating the intricate process of selling, acquiring, or merging companies. But what sets...

A firm or group that acquires businesses using capital from private equity (PE) funds. These funds are managed by investment firms that raise money from institutional investors, pension funds, and high-net-worth individuals to buy, grow, and sell businesses for a...

Selling an insurance agency is a significant decision that comes with both financial and emotional considerations. For many agency owners, the process is filled with uncertainties that can delay or even prevent them from moving forward. If you find yourself...