
Market Intelligence
Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.
Strategic Planning
Strategic Planning Is the Engine for Sustainable Organic Growth
Annual strategic planning is an important step for insurance brokerages looking to achieve their goals. But often, the…
Insights from Industry Leaders
A video series designed to bring you exclusive thought leadership from key players shaping the industry.

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