Worldwide Facilities Expands Corporate Development Resources

Worldwide Facilities, a national wholesale insurance broker, managing general agent and program underwriter, announced today that Brad Perilman has joined the company as Senior Executive Vice President, Mergers & Acquisitions. As part of the executive management team, Perilman will lead Worldwide Facilities’ M&A activities. His responsibilities will include transaction sourcing, strategic and financial analysis, diligence… Continue reading Worldwide Facilities Expands Corporate Development Resources

Global M&A Slowdown to Continue in 2020

USI acquires Texas agency

The global M&A market, with performance in steady decline since its peak in 2015, is forecast to struggle adding value in 2020; this is based on long-term data compiled by Willis Towers Watson and Cass Business School. Acquirers worldwide underperformed the Global Index by -5.0 percentage points (pp) over the past year for deals valued… Continue reading Global M&A Slowdown to Continue in 2020

No Sign of Recovery as Global M&A Market Endures Second Worst Performance on Record

USI acquires Texas agency

The global M&A market recorded its second–worst performance since the 2008 launch of Willis Towers Watson’s Quarterly Deal Performance Monitor (QDPM), run in partnership with Cass Business School. Based on share price performance, acquirers have failed to add value for eight consecutive quarters, underperforming the Global Index1 by –6.4 percentage points (pp) in the last… Continue reading No Sign of Recovery as Global M&A Market Endures Second Worst Performance on Record

Summit Risk Advisors Completes $100 Million Recapitalization with Colbeck

Summit Risk Advisors (“Summit”), previously SEK Holding Company, LLC has completed a $100,000,000 recapitalization and senior debt facility with Colbeck Capital Management (“Colbeck”), to finance the acquisition of nine retail insurance agencies, consolidate ownership, and to provide a delayed draw facility for future insurance agency acquisitions. Summit is the parent Company of Sawicki Insurance Agency,… Continue reading Summit Risk Advisors Completes $100 Million Recapitalization with Colbeck

Specialty Program Group Acquires Florida-Based Insurance Programs of America and Risk Advisors of America

Specialty Program Group LLC (SPG), a leading operator of specialty insurance brokerages and underwriting facilities, announced today that it has acquired the assets of Insurance Programs of America, Inc. (IPOA), a boutique managing general underwriter, & Risk Advisors of America, L.L.C. (RAA), a retail insurance agency. Terms of the acquisition were not disclosed. Established in… Continue reading Specialty Program Group Acquires Florida-Based Insurance Programs of America and Risk Advisors of America

Deal Makers Consistently Beat the Market Over the Last Ten Years, Underlining M&A’s Success As A Growth Strategy

2023 insurance M&As lowest in a decade

M&A deal making has been unequivocally shown to have delivered superior shareholder returns during the last decade, according to global M&A data compiled by Willis Towers Watson’s Quarterly Deal Performance Monitor (QDPM). Based on share price performance, companies actively engaged in M&A deals (valued at over $100 million) from 2008 to 2018 outperformed the market… Continue reading Deal Makers Consistently Beat the Market Over the Last Ten Years, Underlining M&A’s Success As A Growth Strategy

Insurance M&A Deal Value Expected to Increase by 150% in 2018

2023 insurance M&As lowest in a decade

After one of the most active years for property and casualty (P&C) and life insurance M&A, market conditions point to a continued push for deals, according to analysis by S&P Global Market Intelligence. Through the first nine months of 2018, the $39.1 billion in aggregate transaction value ranks as the most active year for insurance… Continue reading Insurance M&A Deal Value Expected to Increase by 150% in 2018

AIG to Acquire Glatfelter Insurance Group

World Business teamwork puzzle pieces 3d rendering

American International Group Inc (AIG) said on Friday the insurer will acquire Glatfelter Insurance Group, a York, Pennsylvania-based insurance broker. Privately owned Glatfelter provides services for specialty insurance and has underwriting capabilities that will help boost AIG’s general insurance business, AIG said. Terms of the deal were not disclosed. AIG’s latest move comes as Chief… Continue reading AIG to Acquire Glatfelter Insurance Group