Jun, 2004 – You Can’t Sell What You Don’t Own
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May, 2004 – Making mergers and acquisitions win-win deals
mayAABarticle WWW.AGENTANDBROKER.COM Few transactions are more important to agents and brokers than selling their business— or buying that of another party. For sellers, the transaction can represent an opportunity to remain in business in an improved position or the cashing in of a life’s work in preparation for retirement. For buyers, acquisitions represent the fastest…
Jan, 2003 – Do Multiples Sound Too Good to be True?
Valuing Your Insurance Distribution Business: If the multiples you are hearing about sound to good to be true, they probably are! By, Mathew Klossner You may have read an article recently where an industry consultant quoted current valuation multiples for acquisitions at 8 times EBITDA (Earnings before Interest, Taxes, Depreciation, and Amortization). Or maybe you…
Aug, 2002 – Quit Taking Perpetuation Planning Lightly!
Quit Taking Perpetuation Planning Lightly! By Jim Bethea We live in a world of procrastinators. We all remember last minute test cramming, last minute trip packing, and last minute sales budget preparations. It is just the reality of the situation, not many of us plan well in advance. But when it comes to your retirement,…
Feb, 2002 – Keep Your Agency off the Road to Ruins
Keep Your Agency off the Road to Ruins By Mathew K. Klossner Renowned 19th Century Writer and Humorist Josh Billings once said, ìThe road to ruins is always in good repair, and the travelers pay the expense of it.î If you are not properly managing your agency and its expenses, you may be sending your…
Jan 29, 2002- Insurance Mergers and Acquisitions – chronicling the industry’s restructing
IMA012901rep_Q&A SNLFinancial 321 East Main Street, P.O. Box 2124, Charlottesville, VA 22902 Phone: 804.977.1600 Fax: 804.977.4466 snl.com © 2002, SNL Financial LC. All Rights Reserved. Proprietary and Confidential. Use limited and subject to SNL license. Q&A . . . . . . . . . . . . . . . . . . ….
Oct 17, 2017 – AssuredPartners announces acquisition of Synergy Professional Associates
AssuredPartners Announces Acquisition of Synergy Professional Associates Professional Liability Specialists Join Growing Team in New Jersey LAKE MARY, FL – October 17, 2017 – AssuredPartners, Inc. is delighted to announce the acquisition of Synergy Professional Associates of Fairfield, NJ. Synergy Professional Associates is an established managing general agent and wholesale insurance intermediary devoted to professional…
May 11, 2017 – Mt. Franklin Insurance acquires El Paso, TX based Meridian Insurance
Mt Franklin Insurance Acquires El Paso, TX based Meridian Insurance May 11, 2017 – El Paso, TX–(El Paso Times) Mt. Franklin Insurance, owned and operated by Bill Carvajal and Shane Lipson, has acquired the El Paso office of Meridian Insurance, a regional insurance broker that decided to leave this market. This is the eighth acquisition…
Jan 3, 2017 – Lake Michigan Credit Union acquires Walled Lake, MI based Goddard Talmay Insurance
Lake Michigan Credit Union acquires Walled Lake, MI based Goddard Talmay Insurance Agency Jan 3, 2017 – Goddard-Talmay Insurance of Walled Lake is merging with Lake Michigan Insurance Agency! This merger will benefit our customers to expanded products and services, as well as service levels. LMIA is committed to the highest level of customer service….
Oct 17, 2016 – PSA Insurance and Financial Services acquires Westminster, MD based NextLogical Benefit Strategies
PSA Insurance & Financial Services Announces Acquisition of NextLogical Benefit Strategies Acquisition enhances PSA’s group benefits services with new solutions to lower healthcare costs. HUNT VALLEY, Md. (October 17, 2016)—PSA Insurance & Financial Services (PSA), the country’s ninth fastest-growing benefits broker, continues to grow with the acquisition of NextLogical Benefit Strategies, a full-service benefits consultancy…