Recently Released!!!
Date Published: February 14, 2023
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 1,395 Slides

The purpose of this research is to provide readers with a comprehensive understanding of recent insurance agent mergers & acquistions. 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 an insurance agent or third-party administrator, this research should be a useful reference. This research topic is one in Tiburon's series of Financial Advisor Mergers & Acquisitions topics; other reports exist for fee-based financial advisors (RIAs), independent reps, CPA firms, law firms, real estate agents, & mortgage brokers. 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 a financial advisory firm. These three topics together support Tiburon's Financial Advisor Succession Planning, Acquisitions, & the Sale Process research.

This research addresses the key historical phases of insurance agent mergers & acqusitions, including:

• Aggregators Phase
• Retail Bank Acquirers Phase
• Return of Aggregators Phase

This research summarizes the market growth in insurance agent mergers & acquisitions' variables & valuation metrics, highlights the leading transactions, and highlights the leading insurance agent acquirers.

This research addresses the related market segments for insurance agent mergers & acqusitions, including:

• Life & Health Insurance Agents
• Property & Casualty Insurance Agents

And this research makes several future predictions for insurance agent mergers & acqusitions, including:

• Moderate Growth in Number of Insurance Agent Mergers & Acquisitions
• Property & Casualty Insurance Agents to Continue to be Primary Target
• Aggregators to Continue as Most Frequent Acquirers