Agent-Broker Merger Acquisition Statistics …Agent-Broker合并和收购统计u2026.pdfVIP

Agent-Broker Merger Acquisition Statistics June 2014 The New Normal? Prepared by: 53 West Jackson Blvd., Suite 1562 Chicago, Illinois 60604 August, 2014 Agent-Broker Mergers Acquisitions Source of Data: Merger Acquisition (“MA”) data is for US and Canadian transactions in the insurance “Distribution Sector”; Retail Property Casualty (“PC”), Employee Benefits and Life/Financial Services (collectively “EB”); Wholesale including MGA/MGU; Third Party Administrators “(TPA”) and other related entities. Data has been obtained for reported transactions from various sources including, but not limited to, press releases, trade press and company websites. Firms with Private Equity (“PE”) backing shown throughout this document and on Table C1 (p. 14) also includes the PE firm names in parentheses; e.g. AssuredPartners (GTCR). MA data in this report now includes acquisitions completed by Broadstreet Partners (Columbus, OH) and Acrisure (Caledonia, MI). Both firms are in the “PE Backed” category. All prior years have been restated to reflect their acquisitions with 2013 totals increased by 19 transactions and all other prior years by a total of 73 additional transactions. 2 From the historic high level of MA activity in 2012 followed by a very slow start in 2013, 2014 has emerged as an extremely active period for agent-broker acquisitions. The first six months of 2014 was the most active first-half period since tracking began in 2008, and second only to the 181 deals announced in the second-half of 2012. The second half of 2013 was strong and although 2013 in total appeared to reflect a nor