IMA Financial Group Acquires California’s Bolton April 28, 2021 Denver-based insurance brokerage IMA Financial Group said it is expanding to California by acquiring Bolton & Co. in a transaction...
P/C Insurance Agency M&A Deals Down 12% in First Half of 2020: Optis July 15, 2020 There were 288 announced insurance agency mergers and acquisitions during the first half of 2020, down from 328 in 2019,...
How to Get Top Dollar When Selling an Insurance Agency April 2, 2019 By David W. Tralka Whenever agency principals get together, the topic of agency valuations is sure to come up. Someone will start talking about...
Private Equity Firm GTCR Returns to Take Majority Stake in AssuredPartners February 21, 2019 Apax VIII, a fund advised by Apax Partners, has agreed to sell its entire stake in AssuredPartners, a growing U.S....
High Agency Valuations ‘Not a Fad,’ MarshBerry Exec Tells Conference May 31, 2017 By Don Jergler Valuations of insurance agencies are as high as they have ever been and there does not appear to be any...
BB&T to Acquire Woodbury & Co. in Carolinas March 27, 2014 BB&T Insurance Services said it will acquire Woodbury & Co. of Wilmington, N.C., and Myrtle Beach, S.C. Woodbury & Co....
Agency M&A in 2013 Reverted to Norm After Busy 2012: OPTIS Partners March 13, 2014 Mergers and acquisitions of insurance agencies fell in 2013, with 248 reported transactions in the United States and Canada, according...
Agency M&A Advisory Firm Sees ‘Lack of Quality Acquisition Opportunities’ March 12, 2013 By Young Ha A mergers and acquisitions advisory firm focusing on the insurance agency sector says it is hearing more this year about...