Appendix D
Appendix E
Appendix F
Explanation and sources of data:
Data is for U.S. and Canadian transactions in the insurance distribution sector for both retail and wholesale producers, including managing general agencies/managing general underwriters (MGA/MGU). These agencies and brokers provide property/casualty insurance, employee benefits, or any combination thereof.
Firms with private equity backing are identified in the chart and Appendix A.
Data for reported and announced transactions have been obtained from various sources, including press releases, trade press articles, company websites and direct communications with buyers.
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OPTIS Partners, LLC is a boutique investment banking and consulting firm with offices in Chicago, focused exclusively in the insurance distribution marketplace. We provide buy-side and sell-side M&A services, ownership succession planning, fair market valuation and related consulting services. OPTIS was ranked as the fifth most active agent-broker M&A advisory firm in 2014 and 2015 by SNL Financial. This analysis was prepared by Timothy J. Cunningham, managing director, and Daniel P. Menzer, senior partner.
To Learn more about OPTIS Partners LLC, please visit their website.
