
Market Intelligence
Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.
M&A
The Tax Cuts and Jobs Act: Procrastination Could Be Costly
The TCJA offers tremendous tax advantages to those looking to transfer assets or sell their firm outright. 2025 may be the…
2025 INSURANCE AGENCY & BROKERAGE COMPENSATION REPORT: NOW AVAILABLE
Discover key compensation, hiring, and workforce trends shaping the insurance industry. This report offers essential insights to help firms boost retention, refine recruitment strategies, and invest in talent more effectively.

Proof Is In The Numbers
#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised
(2009-2024)
600+ diagnostic and confirmatory due
diligence projects since 2004
diligence projects since 2004