Tag Archives: M&A

Tips for Navigating M&A Hazards

“Don’t ‘ready, fire, aim.’” That was one of the tips from Matthew Davis, Swiss Re Corporate Solutions claims manager, when he served as a panelist during the recent Big “I” Agency Risk Management Essentials webinar, Navigating the Hazards of Buying, … Continue reading

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Agency M&A Pace Smashes More Records in 2017

As reported in Independent Agent magazine, insurance agency mergers & acquisitions broke all records last year, according to a new report from OPTIS Partners, an investment banking and financial firm that specializes in the insurance industry. OPTIS reports a 31% increase … Continue reading

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IIAT Matchmaker: A Free M&A Service for IIAT Members

Agency buyers continue to outnumber sellers, which is good news for any IIAT members looking to sell. IIAT Matchmaker is a free service for IIAT members who want to source suitors without prematurely alerting employees, customers or carriers. Here is a … Continue reading

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