OPTIS News

OPTIS: Insurance Agency M&A Reaches 4-Year, First-Half Low

The total of insurance agency mergers and acquisitions during the first six months of 2024 was the lowest over the first half since 2020, according to investment banking and financial firm OPTIS Partners. OPTIS Partners’ M&A database counted 300 announced …

OPTIS: Insurance Agency M&A Down 18% in Q1 2024

The first quarter of 2024 was the slowest for insurance agency mergers and acquisitions since the middle of the pandemic, according to investment banking and financial firm OPTIS Partners. OPTIS Partners’ M&A database counted 155 announced insurance agency mergers and …

Agency M&A Down 24% in 2023 but More Large Deals May Be Seen in 2024: OPTIS

There has been a somewhat return to normal when it comes to insurance-agency mergers and acquisitions, with traditionally active buyers preferring to remain inactive to focus on integration of agencies they’ve already acquired. According to the M&A database of investment …

First Half Insurance Agency M&A Above 5-Year Average: OPTIS

Agency consultancy OPTIS Partners said the pace of insurance agency mergers and acquisitions during the first six months of 2022 was above the average of activity during the same period over the last five years – a time regarded as …