WFG Capital Advisors Makes Industry Sourcebook on Mergers, Acquisitions Available

February 25, 2004

WFG Capital Advisors LP, an investment banking firm to the insurance industry, announced the release of its 2004 Financial Insights – Agency and Brokerage Merger & Acquisition Sourcebook. This publication includes analysis and qualitative insight along with detailed statistical information regarding 2003 merger and acquisition activities and the related implications for 2004.

According to Steven Wevodau, managing principal of WFG, “The 2004 Financial Insights – Agency and Brokerage M & A Sourcebook is truly a unique publication that combines detailed statistical information, analysis, and insights on all of the merger and acquisition activities among brokers and agents for 2003 and the developments and trends expected for 2004.”

According to Robert Lieblein, president and managing principal of WFG, “WFG’s M & A Sourcebook is unique because not only do we provide detailed content but also analysis and qualitative insight to help industry professionals better understand future trends and the implications going forward. Examples of information included in the publication are: the industry impact of significant M & A events in 2003; outlook for 2004; detailed transaction statistics and narrative, including earnings and revenue multiples and deal structures; profiles of the top 20 acquirers (regional and national brokers, and banks); a series of qualitative insights relating to agent and broker M & A and articles related to consolidation issues.”

The introductory cost for the publication is $99.95. For more information, visit

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