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OPTIS Partners

OPTIS: Insurance Agency M&A Down 6% in Q1 2026, With Signs of Stabilization

April 27, 2026 by AC Editor

Insurance agency mergers and acquisitions activity 2026 OPTIS report

OPTIS reports 148 insurance agency M&A deals in Q1 2026, down 6%, with private equity buyers driving activity and signs the market may be stabilizing.

Insurance Agency Mergers and Acquisitions Dip 12% in 2025

January 26, 2026 by AC Editor

Deals for property & casualty and benefits brokers in US and Canada slip but include purchases of four firms with $268 million to $2.9 billion in revenues, OPTIS Partners report

Insurance Agency Mergers and Acquisitions Down 10% YTD Despite Recent Uptick

October 28, 2024 by AC Editor

Deals for P&C and benefits brokers in United States and Canada are down this year, but last two quarters have bucked the trend, OPTIS Partners reports

2022 Was An Up & Down Year For Agency Mergers & Acquisitions

January 31, 2023 by AC Editor

2022 Was An Up & Down Year For Agency Mergers & Acquisitions

Deals Were Down 25% in the second half of 2022 as compared to in 2021

Record-breaking Six Months For Insurance Agency Mergers & Acquisitions

July 12, 2021 by AC Editor

Optis Partners quarterly update on the state of insurance agency mergers & acquisitions across the U.S.

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Liberty Mutual construction insurance leadership focusing on large infrastructure and commercial projects

Liberty Mutual Insurance Appoints Amy Gross General Manager, North American Construction

Maine Bureau of Insurance leadership transition as Superintendent Robert Carey announces retirement

Maine Bureau of Insurance Announces Retirement of Superintendent Robert Carey

Arbella Insurance has appointed Jon Swartz as vice president and chief actuary.

Arbella Appoints New Vice President, Chief Actuary

Professional headshot of a smiling man in a blue suit against a dark gray background.

Jeffrey C. Johnston Named NAIC Chief Executive Officer 

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Interviews

From Nuptials, Tickets, and Taxes to Trusted Advisor: One Agency’s Unique Path to P&C Success

A Conversation with Evan Silverio, President & CEO of Silverio Insurance Group

Deland, Gibson Celebrates 125 Years: A Conversation with CEO Chip Gibson

The Fourth-Generation Family-Owned Agency is Based in Wellesley

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual | Agency Checklists

Talking with Richard Welch: Growth and Innovation at Hospitality Mutual

Mr. Welch is CEO of Massachusetts-based Hospitality Insurance Group

Born and Bred in the Bay State: The Special Agent Story

Our Latest Agency Interview is with the Founder & President of Special Agent

A Conversation with Daniel C. Bridge – The 2023 Insurance Professional of the Year

Daniel Bridge is Board Chair, President, and CEO of Vermont Mutual Insurance Group

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Making The Leap From Corporate to Entrepreneur: Nadeen Vella On Building NaVella Insurance From Scratch

Our latest Agency Interview is with Nadeen Vella, the founder and owner of a virtual scratch independent agency.

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InsurOp-Eds

RAIS Executive Team On COVID 19 Impact To Massachusetts insurance industry

InsurOp-Ed: COVID19: Forward-looking economic framework for agency planning

By Agency Checklists

Agency Checklists, MA Insurance News, Mass. Insurance News, Insurop-ed, Bill Wilson, Insurance Commentary from Bill Wilson

InsurOp-Ed: One Word

By Bill Wilson

Insurance coverage regarding Cape Cod Tornado

InsurOp-Ed: Lessons Learned From Living Through The Cape Cod Tornado

By AC Editor

Agency Checklists, MA Insurance News, Mass. Insurance News

Agent Op-Ed: Why I Decided To Attend This Year’s Big “I” Legislative Conference

By AC Editor

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In Memoriam

Michael R Quinn longtime leader of Allan M Walker Insurance Agency in Taunton Massachusetts

Taunton Insurance Leader Michael R. Quinn Dies at 70

Smiling older man with short hair wearing a black zip-front pullover, seated indoors at a table.

In Memoriam: Robert Pangione, 1935-2026

Mr. Haskell was a second-generation independent agent owner of the former Haskell Insurance Agency

In Memoriam: Patrick J. “P.J.” Haskell, 1966-2026

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