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2021 – A Retrospective On Insurance Brokerage M&A

And What We Anticipate in 2022

2021 is finally behind us, and, as the old curse goes, we still appear to be living in interesting times. 2021 was not an easy year, and now that it's behind us we can't help but wonder what 2022 has in store. After all, we are still faced with the COVID pandemic, now in an economic environment with the highest inflation we have experienced since the 1980s, and likely increases in interest rates. Will we see transaction multiples at last year’s levels? Or will the multiples decrease?

As the advisory firm that executes by far the largest number of mergers and acquisitions transactions for insurance agents and brokers, and with our deep experience and contacts within the private equity community, we have a better vantage point on what is going on than most others. For this reason, we thought it would be helpful to provide you, as insurance agency owners and others interested in the insurance brokerage business, with an update on insurance brokerage M&A as of the beginning of 2022.

Read our white paper to learn more about how 2021 ended, including our predictions that realized, and what we anticipate for 2022, here.

If you would like to have a discussion about your strategic options, please contact us or call us directly at 516.967.1958. We are here to help and would appreciate the opportunity to develop a dialogue and work as your strategic advisor to help you reposition your business for further growth and success.


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