There were 288 announced insurance agency mergers and acquisitions during the first half of 2020, down from 328 in 2019, according to a report from OPTIS Partners. It was the lowest six-month period total since 2017. “Some of the active …
There were 151 announced insurance agency mergers and acquisitions during the first quarter of 2019, according to Optis Partners. That was one more deal than was announced in the first quarter of 2018. The data tracked by the Chicago-based agency …
Mergers and acquisitions of insurance agents and brokers last year broke several records in 2018, with private equity/hybrid buyers accounting for 68 percent of the total. According to consultants at OPTIS Partners’ annual report, there were a record 626 deals …
There were 463 announced insurance agency mergers and acquisitions during the first three quarters of the year, the second-highest nine-month total. According to OPTIS Partners’ M&A database, the total trails only 2017 when 466 transactions were reported. There were 174 …
The number of insurance agency mergers and acquisitions in the first half of 2016 ranked as second-most-active six-month period since 2008. According to a new report on agency merger acivity by Chicago-based investment banking and consulting firm OPTIS Partners, which …
Insurance agency mergers and acquisitions hit an all-time high for the first quarter of a year, with 109 reported transactions in the first three months of 2016. The pace slightly outstripped 107 deals reported in the first quarter of 2015, …
There were 165 announced merger and acquisition transactions of insurance agencies in the U.S. and Canada in the first six months of 2014, a jump of nearly 40 percent over the same period in 2013. Also, according to an OPTIS …
Mergers and acquisitions of insurance agencies fell in 2013, with 248 reported transactions in the United States and Canada, according to a new semi-annual survey by OPTIS Partners, an investment banking and financial consulting firm specializing in the insurance industry. …
Oak Street Funding, headquartered in Carmel, Ind., announced a new strategic partnership with Chicago-based OPTIS Partners LLC. OPTIS Partners is a small group of insurance and finance professionals with extensive insurance industry experience. The referral partnership provides new funding options …
