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We are excited to share an exclusive recording from the Target Markets conference in Scottsdale, AZ, where Meg Green had an engaging discussion with Kevin Donoghue about the current state of the insurance mergers and acquisitions (M&A) market. They delve into the intricacies of the market and how recent trends have impacted valuation multiples. In…
Overview of Transaction Headquartered in Tennessee, the Appalachian Underwriters family of companies collectively form one of the largest end-to-end specialty insurance distribution and TPA platforms in the country. The Firm underwrites and sells Workers’ Compensation, Commercial Specialty, Personal Lines, and Transactional Wholesale through custom programs, and underwriting facilities. Distribution is on a national basis…
Overview of Transaction Founded in 2000, Gremesco of New Jersey (“Gramesco” or “Company”) is a wholesale insurance broker of P&C insurance products and services through retail agents primarily in New Jersey and New York. After assessing a variety of strategies, Gramesco decided to partner with Bridge Specialty Group, a subsidiary of Brown & Brown,…
THE BELOW ARTICLE WAS PUBLISHED IN THE JANUARY, 2011 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT PERPETUATING IS EASY — ISN’T IT? Several factors to consider By Robin C. Frost, ACA The population is aging and the United States is expecting to see a significant rise in the number of retired people in the coming years,…
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THE BELOW ARTICLE WAS PRINTED IN THE JANUARY, 2010 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT EXPLORING THE SALE OF YOUR WHOLESALER The acquisitions market is not robust, but it’s improving By Allen M. Go, CFA If you are an MGA, MGU, or program administrator owner, the thought might have run across your mind as to…
The below article was published in the September, 2009 Rough Notes Magazine NAVIGATING THE WINDS OF CHANGE By Christel L. Sarchet, CPA & Robin C. Frost, ACA Have you been giving some thought as of late to changing the direction of your agency? Is the driver of this line of thought expansion, perpetuation, reducing management…
The below article was published in the July, 2009 Rough Notes Magazine ENHANCING THE VALUE OF YOUR AGENCY By Robin Frost, ACA Nearly all of us have seen a painful deterioration in the value of our investments and retirement savings over the last year or so. Perhaps this has made you think about what you…