Insurance Agency Valuation and Consolidation Trends

BVResearch Pro
Training Event Transcripts
July 11, 2019
Lucas M. Parris, CFA, ASA
industry analysis

Summary

Insurance agency merger and acquisition activity has been at historic levels for the past several years. But not all insurance agencies are created equal. This session will address the current state of agency consolidation including industry trends, who’s buying and who’s selling, and potential changes on the horizon for insurance distribution. Join Lucas Parris of Mercer Capital as he reviews the valuation methodologies and drivers of value for insurance agencies.
Insurance Agency Valuation and Consolidation Trends
PDF, Size: 1,437 KB