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Services

Financial Advisory1

Merger & Acquisition Advisory*, Business & Perpetuation Planning and Valuations

Management Consulting

Talent Acquisition, Sales Performance & Peer Exchange Solutions

Intellectual Capital

Utilizing industry data to help drive thought leadership and performance innovation.

CounterPoint
Sell? Or Stay In? With a record M&A deal count in 2018 and following large transactions by big, public brokers, many insurance firms are wondering whether they should cash out today. But the question isn’t really sell or stay — it’s, are you willing to commit to growth?

Transactions

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Our proof is in the numbers.

36%

OF TOTAL SELL SIDE ADVISORY

(in 2018)A

28%

OF TOTAL SELL SIDE ADVISORY

(2008-2017)B,C

28%

OF TOTAL M&A ADVISORY

(1999-2017)C,D