Lucas is vice president at MarshBerry. Phone: 616-723-8375. Email: Sarah.Lucas@MarshBerry.com
February 18, 2019
The year of 2018 brought an all-time high of merger and acquisition (M&A) activity to the insurance industry. Consolidation of firms, both at a local level with M&A by independent agents and brokers, and acquisitions by larger, publicly-traded and privately-held …
October 15, 2018
In the first two quarters of 2018, we saw continued high levels of merger and acquisition (M&A) activity. There were 252 announced deals through June 30, 2018. Those deals were spread over a vast universe of buyers – 96 different …
February 5, 2018
The number of announced U.S. insurance broker deals in 2017 was the highest in recorded history, at 536. This year also had the highest number of deals closed in the fourth quarter since 2012 (when the capital gain tax rates …
August 21, 2017
Merger and acquisition (M&A) activity continued strong through the second quarter of 2017. The year to date announced deal count is 239 through June 30 (compaared to 222 for the same period last year). The number of buyers closing on …
February 6, 2017
Merger & acquisition activity in the insurance distribution space continued at an industrious pace throughout 2016, with 443 closed transactions. This was down from 456 in 2015, but still higher than previous years on record (most recently 322 in 2014, …
August 8, 2016
Merger and acquisition activity was slower in the second quarter of 2016, compared to Q2 2015, but was still above 2012, 2013 and 2014 levels for the same period. In Q2 2016, there were 88 transactions, compared with 119 in …
June 1, 2015
According to the 2014 MarshBerry Market & Financial Outlook report, 25 percent of commissions/fees are earned on accounts in the construction and manufacturing industries within an average agency. As the economy ebbs and flows, the insurance revenue tied to these …
May 4, 2015
Commanding the Highest Purchase Price The dust has settled from 2014 and, next to 2012, produced the highest number of deals completed in insurance agency merger and acquisition deal count since MarshBerry began tracking. While the demand for high-quality organizations …