Optis Partners, an Insurance Agency M&A firm, has compiled statistics and information on insurance agency M&A activity through the end of the third quarter for 2018. Those who are active with insurance agency acquisitions put themselves at an advantage to acquire agencies in a competitive market by reading and studying this data. Information is power, sellers like dealing with people who are knowledgeable about the marketplace.
2008 – 2019 Trending Information
by Timothy J. Cunningham & Dan P. Menzer
Quarterly M&A Activity
Highlights of 2019 YTD M&A Activity
- 151 transactions in Q1-2019, one more than Q1-2018
- 632 transactions in past 12 months
- Highest of all time, sneaking past the 631 from full year 2018
- Patriot Growth Insurance Services led all buyers with 18 transactions for the Quarter, including 17 closed deals to kick-off their new venture
- Followed by Acrisure (16), Hub (12), Gallagher (10), and Broadstreet Partners (10)
- Private Equity-Backed / Hybrid (“PE/Hybrid”) responsible for more than 67% of the total transactions in the past 12 months
Summary Agency Acquisitions by Year
Active Acquirers with 5 or More Deals in 2019
Active Acquirers with 12 or More Deals in past 12 months
Pages: Page 1 Page 2
