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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
Recruiting outside of the insurance industry requires showing people the opportunities an agency or brokerage career can offer.

Transactions

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Our proof is in the numbers.

31%

OF TOTAL SELL SIDE ADVISORY

(in 2018)A

29%

OF TOTAL SELL SIDE ADVISORY

(2008-2018)B,C

27%

OF TOTAL M&A ADVISORY

(1999-2018)C,D