Date Published: October 24, 2016
Summary Power Point Deck: 41 Slides
Reference Power Point Deck: 584 Slides
The purpose of this research is to provide readers with a detailed understanding of recent insurance agent & third-party administrator mergers & acquistions. While this topic has become quite popular throughout the insurance agent & third-party administrator industry, little reliable and consistent market data exists because many transactions take place between related parties and/or acquirers do not disclose the terms of their transactions. As a result, Tiburon’s primary objective is to summarize a common set of facts for all market participants. If your firm is for sale or if you are seeking to acquire a financial advisory firm, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics. Furthermore, this research compliments Tiburon's Financial Advisor Succession Planning and Financial Advisor Sale Process research. Tiburon's Financial Advisor Succession Planning research provides a step-by-step plan for planning for succession. Tiburon's Financial Advisor Sale Process research provides a step-by-step plan for selling an advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning & Acquisitions research.
This research addresses historical phases, including:
- Aggregators Phase
- Middle Phase
- Retail Bank Acquirers Phase
This research summarizes the market growth in insurance agent & third-party administrator mergers & acquisitions, and highlights the leading insurance agent & third-party administrator acquirers.
This research addresses two related market segments, including:
- Insurance Agents
- Third-Party Administrators
And this research makes several predictions, including:
- Number of Insurance Agent & Third-Party Administrator Mergers & Acquisitions to Increase
- Retail Banks to Return as Most Frequent Acquirers