Creating a Merger Integration Plan: A Roadmap to Success
Mergers and acquisitions can be a powerful way to drive growth, increase market share, and improve competitiveness in the insurance [...]
27
01, 2026
9
01, 2026
The Key Challenges in Integrating Two Companies After a Merger
Mergers and acquisitions can be a powerful way to drive growth, increase market share, and improve competitiveness in the insurance [...]
17
12, 2025
Mergers 101: Answering Your Top Questions
Mergers can be a complex and challenging process, but with the right guidance, you can navigate the process with confidence. In this blog post, we'll answer some of the most common questions about mergers, including what they are, the benefits and types of mergers, how to value a company, and more. What is a Merger? A merger is a business combination where two or more companies combine to form a new entity. Mergers can be horizontal (between companies in the same industry), vertical (between companies in different stages of production), or conglomerate (between companies in unrelated industries). What are the Benefits of a Merger? The benefits of a merger include: Increased market share Improved efficiency Reduced costs Enhanced competitiveness Access to new markets and technologies [...]
6
12, 2025
When Not to Go Through with a Merger
Mergers can be a powerful way to drive growth, increase market share, and improve competitiveness in the insurance industry. However, [...]
23
11, 2025
How to Integrate Two Insurance Agencies Successfully
The merger is signed, the announcement is made—and now the real work begins. Integrating two agencies is where success is [...]
10
11, 2025
Is There a Time Not to Merge an Insurance Agency?
Mergers and acquisitions can be powerful tools for growth—but they are not always the right move. While the potential benefits [...]
23
10, 2025
How We Help Your Agency Navigate Mergers and Acquisitions
A merger or acquisition can be exciting, but it can also be complex. At our firm, we specialize in guiding [...]
11
10, 2025
Building a Successful Insurance Agency Merger
Merging or acquiring another insurance agency can be one of the most powerful ways to expand your business. When handled [...]
23
09, 2025
Three Reasons an Insurance Agency Should Not Merge
Mergers and acquisitions can be powerful tools for growth, but they aren’t the right move for every insurance agency. [...]
9
09, 2025
Five Ways to Prepare for a Successful Insurance Agency Merger
Mergers and acquisitions can be game-changing for insurance agencies. The right deal can create new opportunities for growth, broaden client [...]