Insurance Agency M&A Stats Mid-Year 2016

Table E — List of Major Buyers by Type, 2013 thru June 2016

Bank/Bank-owned Buyers

Table F — List of Major Buyers by Type, 2013 thru June 2016

All Other 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 he 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.