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OPTIS Partners

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.

A Sign of the Times? Insurance Agency Mergers & Acquisitions Deals See A Big Dip During Q1-2021

April 26, 2021 by AC Editor

Insurance Agency Mergers & Acquisitions See a Decline in Q1-2021

OPTIS Partners latest report sees deals for Property & Casualty as well as Benefit Brokers in both the U.S. and Canada down 15%

Defying All Expectations 2020 Ends Up Being A Boom For Insurance Agency Mergers & Acquisitions

January 26, 2021 by AC Editor

Deals surpassed past pre-pandemic levels, OPTIS Partners reports.

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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

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.

A North Shore Success Story: The $40 Million And Growing Duffy Family of Insurance Agencies

Our latest Agency Interview with Duffy Insurance’s Marc Duffy

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