According to the new U.S. Financial Services Deals Insights Q2 2018 report from PwC – the value of mergers and acquisitions in the insurance industry rose steeply for the first half of 2018. They reported 247 announced deals in the insurance sector with a total... read more
Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team. Whether your agency is small or... read more
For businesses that consider or choose to take on debt to implement growth initiatives, achieving the right balance between that debt and equity is important. Maximizing a company’s return on equity requires a certain amount of debt. Oak Street appreciates the need... read more
Relying solely on organic methods to achieve growth can sometimes prove challenging for the insurance industry on the whole. However, a Deloitte study1 predicts that activity within the mergers and acquisitions market will continue to stay strong — and even accelerate... read more
Insurance agency owners are on the front lines of a hard market and are often called upon to provide solutions when the traditional markets are unable or unwilling. While temporarily enjoying the rise in revenue as a direct result of corresponding premiums, owners who... read more
Over the years, I have spoken with hundreds of insurance agents interested in purchasing an agency. The size and backgrounds of these hopeful acquirers have run the gamut; insurance veterans ready to break into the world of ownership, well-established agencies... read more
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