Insurance Agent Mergers & Acquisitions:
Annual & Cumulative Transactions & Transaction Values
Recently Released!!!
Date Published: February 2, 2024
Summary PowerPoint Deck: 254 Slides
Reference PowerPoint Deck: 1,387 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:
This research addresses the related market segments for insurance agent mergers & acqusitions, including:
Date Published: February 2, 2024
Summary PowerPoint Deck: 254 Slides
Reference PowerPoint Deck: 1,387 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 addresses the related market segments for insurance agent mergers & acqusitions, including:
- Life & Health Insurance Agents
- Property & Casualty Insurance Agents
- 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
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Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
