Feb 9, 20214 minIs It Time to Worry About Capital Gains Tax Rates?It's likely that capital gains tax rates will rise, potentially substantially, this year. Learn what this means for insurance brokerage M&A.
Dec 16, 20201 minDon't Be a Serial Dater When Selling Your AgencyLearn how a "serial dater" approach to selling can yield suboptimal results when selling and the common mistakes to avoid when negotiating.
Aug 18, 20203 minInsurance Brokerage M&A in the First Half of 2020The first half of 2020 was riddled with uncertainty. We've analyzed the data, here are the insurance agency and brokerage M&A trends so far.
Jul 1, 20204 minThe Sky Definitely Is Not Falling…At Least Not YetDespite a global recession due to COVID-19, PE insurance brokerage investments remain unabated. The question we shine light on is, “Why?”.