The due diligence process is a critical stage for either selling or acquiring an insurance agency or brokerage. M&A transaction “due diligence” is the process by which a buyer of a business validates the condition of a business they are [...]
EPIC Insurance Brokers acquires Greyling Insurance Brokerage SAN FRANCISCO, CA. November 24, 2014 — EPIC Insurance Brokers and Consultants, a retail property & casualty insurance brokerage and employee benefits consultant, today announced it has acquired Greyling Insurance Brokerage & Risk Consulting, [...]
Arthur J. Gallagher & Co. Acquires Insurance Associates, Inc. ITASCA, Ill., Oct. 31, 2014 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today announced the acquisition of Insurance Associates, Inc. located in Boulder and Estes Park, Colorado. Terms of [...]
Chicago-Based Linden Group Joins Digital Benefit Advisors Linden Group Health Services has joined Digital Benefit Advisors (DBA), a division of Digital Insurance. Digital acquired the Chicago firm, which specializes in group benefits solutions for small to mid-sized companies, and will [...]
As I reported in a previous blog a few months back, the market for selling an insurance agency is better than it has been in many years. The economy has improved from the pits of the recession, agency revenues are [...]
The year 2012 was one of the most active years for insurance broker mergers and acquisitions. There were a total of 291 publicly announced transactions, according to SNL Financial, which topped the high of 284 deals in 2008 before the [...]
Many of our clients had attempted to sell their agency on their own before calling us. It is certainly understandable to want to avoid having to pay a commission in addition to paying the taxes on the sale; however, owners [...]
View our video presentation (bottom of page) and read the article below about what to consider before hiring an advisor to help you value, sell or buy an insurance agency. Please give us a call if we can be of [...]
