Sources of deal data for insurance agencies

BVWireIssue #202-4
July 31, 2019

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economic forecast, industry analysis, valuation report

During a recent BVR webinar on insurance agency valuation, the audience asked Lucas Parris (Mercer Capital) about sources of deal transaction data. He points out that SNL Financial is a good source because of its financial services focus. SNL, now part of S&P Global Market Intelligence, which includes CapIQ, tracks everything out of the public markets as well as the private equity-backed transactions. Bloomberg also has a transactions database, he noted. You should also certainly look at the typical databases, such as DealStats and DoneDeals. GF Data is another source that might have some deal data, according to Parris. GF Data provides data on private equity-sponsored M&A transactions with enterprise values of $10 million to $250 million. Parris says that the data there are aggregated, so you can’t see individual deals, but sometimes you can glean some insights regarding relative valuations. A recording of the webinar, Insurance Agency Valuation and Consolidation Trends, is now available (purchase required).
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